Schwab 529 Moderately Aggresiv
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$31.84avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Schwab 529 Moderately Aggresiv in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was NORTHSTAR ASSET MANAGEMENT Co ($505K).
- Company
- Schwab 529 Moderately Aggresiv
- CUSIP
- 485310817
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,349 shares sold, net −1,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Reduce -7.8% | 15,856 | $505K |
"% 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.