| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 18 | 18 | 0.12% | 0.16% | 0.24% | Q2 2019 | Q3 2023 | 18 |
This page lists all the filers that currently own SCHWAB 529 - Moderately Aggres or have owned SCHWAB 529 - Moderately Aggres in the past.