Coston, McIsaac & Partners - SCHWAB BALANCED ownership

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SCHWAB BALANCED's ticker is and the CUSIP is 808509863. A total of 1 filers reported holding SCHWAB BALANCED in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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Filings
Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of SCHWAB BALANCED
ValueSharesWeighting
Q3 2023$32
+190.9%
2,231
+194.3%
0.01%
+200.0%
Q2 2023$11
-63.3%
758
-63.4%
0.00%
-63.6%
Q1 2023$30
-9.1%
2,069
-14.1%
0.01%
-15.4%
Q4 2022$33
-99.9%
2,409
+16.0%
0.01%
-7.1%
Q3 2022$30,000–2,076–0.01%–
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Other shareholders
SCHWAB BALANCED shareholders Q4 2022
NameSharesValueWeighting ↓
Coston, McIsaac & Partners 2,409$330.01%
View complete list of SCHWAB BALANCED shareholders