Schwab 529 Moderately Aggresiv
13F holders, Q1 2024 (March 31)1holders
$30.53avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Schwab 529 Moderately Aggresiv in their 13F filings. The largest holder was NORTHSTAR ASSET MANAGEMENT Co ($484K).
- Company
- Schwab 529 Moderately Aggresiv
- CUSIP
- 485310817
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Add +6.7% | 15,856 | $484K |
"% of holder's portfolio" is SCHWAB 529 MODERATELY AGGRESIV's weight in each manager's 13F, not the share of Schwab 529 Moderately Aggresiv the manager owns.