SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,755 Value ($000) $387 Avg Close Range
Q3 2025
Shares 14,288 Value ($000) $367 Avg Close Range
Q2 2025
Shares 14,051 Value ($000) $335 Avg Close Range
Q1 2025
Shares 14,031 Value ($000) $302 Avg Close Range
Q4 2024
Shares 14,016 Value ($000) $318 Avg Close Range
Q3 2024
Shares 4,340 Value ($000) $289 Avg Close Range
Q2 2024
Shares 4,318 Value ($000) $271 Avg Close Range
Q1 2024
Shares 4,183 Value ($000) $255 Avg Close Range
Q4 2023
Shares 3,980 Value ($000) $222 Avg Close Range
Q3 2023
Shares 4,263 Value ($000) $212 Avg Close Range
Q2 2023
Shares 4,188 Value ($000) $217 Avg Close Range
Q4 2022
Shares 4,677 Value ($000) $210 Avg Close Range
Q3 2022
Shares 5,844 Value ($000) $245 Avg Close Range
Q2 2022
Shares 5,869 Value ($000) $259 Avg Close Range
Q1 2022
Shares 5,848 Value ($000) $312 Avg Close Range
Q4 2021
Shares 2,973 Value ($000) $336 Avg Close Range
Q3 2021
Shares 2,827 Value ($000) $294 Avg Close Range
Q2 2021
Shares 2,814 Value ($000) $293 Avg Close Range
Q1 2021
Shares 2,787 Value ($000) $270 Avg Close Range
Q4 2020
Shares 2,561 Value ($000) $233 Avg Close Range