SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 13,544 Value ($000) $364 Avg Close — Range —
Q3 2025
Shares 14,068 Value ($000) $371 Avg Close — Range —
Q2 2025
Shares 14,068 Value ($000) $344 Avg Close — Range —
Q1 2025
Shares 9,258 Value ($000) $204 Avg Close — Range —
Q4 2024
Shares 9,918 Value ($000) $230 Avg Close — Range —
Q3 2024
Shares 3,396 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 3,396 Value ($000) $218 Avg Close — Range —
Q1 2024
Shares 3,412 Value ($000) $212 Avg Close — Range —
Q4 2023
Shares 3,644 Value ($000) $206 Avg Close — Range —
Q2 2022
Shares 4,957 Value ($000) $221 Avg Close — Range —
Q1 2022
Shares 4,974 Value ($000) $268 Avg Close — Range —
Q4 2021
Shares 2,487 Value ($000) $283 Avg Close — Range —
Q3 2021
Shares 2,646 Value ($000) $275 Avg Close — Range —
Q2 2021
Shares 2,840 Value ($000) $295 Avg Close — Range —
Q1 2021
Shares 2,840 Value ($000) $273 Avg Close — Range —
Q4 2020
Shares 2,840 Value ($000) $258 Avg Close — Range —
Q3 2020
Shares 3,043 Value ($000) $245 Avg Close — Range —
Q2 2020
Shares 2,857 Value ($000) $212 Avg Close — Range —
Q4 2019
Shares 3,472 Value ($000) $267 Avg Close — Range —