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Schwab 529 Moderately Aggresiv shares owned by Northstar Asset Management

Quarter-by-quarter ownership of Schwab 529 Moderately Aggresiv shares owned by Northstar Asset Management from 13F filings

Historical chart of Northstar Asset Management investment in Schwab 529 Moderately Aggresiv

Tip: Access up to 7 years of quarterly data

All positions including Schwab 529 Moderately Aggresiv held by Northstar Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 529 Moderately Aggresiv by Northstar Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 16k 30.53
2023-12-31 $440k 15k 29.58
2023-09-30 $406k 15k 27.35
2023-06-30 $419k 15k 28.18
2023-03-31 $419k 15k 27.64
2022-12-31 $400k 15k 26.40
2022-09-30 $380k 15k 25.11
2022-06-30 $399k 15k 26.33
2022-03-31 $450k 15k 29.16

More positions owned by Northstar Asset Management

Vanguard Information Technology ETF (VGT)
Apple (AAPL)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mid-Cap ETF (VO)
Berkshire Hathaway (BRK.B)
Microsoft Corporation (MSFT)
Thermo Fisher Scientific (TMO)
Vanguard Growth ETF (VUG)
Danaher Corporation (DHR)
Spdr S&p 500 Etf (SPY)
Vanguard Small-Cap ETF (VB)
Zoetis Inc Cl A (ZTS)
Ametek (AME)
Vanguard S&p 500 Etf idx (VOO)
Adobe Systems Incorporated (ADBE)

View all positions for Northstar Asset Management

Top funds holding Schwab 529 Moderately Aggresiv

Northstar Asset Management

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