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Schwab 529 - Moderately Aggres

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Northstar Asset Management Co
DECREASED
Shares33,441 from 38,529
Change-5,088 (-13%)
Value$472.2K (-$27.9K)
Filed 2024-01-29
Status
Northstar Asset Management Co
DECREASED33,44138,529-5,088-13%$500.1K$472.2K-$27.9K2024-01-29
Showing 1 of 1 institutions