SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 24,334 Value ($000) $794 Avg Close Range
Q3 2025
Shares 24,328 Value ($000) $776 Avg Close Range
Q2 2025
Shares 24,322 Value ($000) $710 Avg Close Range
Q1 2025
Shares 26,188 Value ($000) $656 Avg Close Range
Q4 2024
Shares 27,196 Value ($000) $758 Avg Close Range
Q3 2024
Shares 6,798 Value ($000) $708 Avg Close Range
Q2 2024
Shares 6,776 Value ($000) $683 Avg Close Range
Q1 2024
Shares 6,930 Value ($000) $643 Avg Close Range
Q4 2023
Shares 7,707 Value ($000) $639 Avg Close Range
Q3 2023
Shares 7,704 Value ($000) $560 Avg Close Range
Q2 2023
Shares 7,731 Value ($000) $579 Avg Close Range
Q1 2023
Shares 7,744 Value ($000) $505 Avg Close Range
Q4 2022
Shares 8,817 Value ($000) $490 Avg Close Range
Q3 2022
Shares 9,306 Value ($000) $519 Avg Close Range
Q2 2022
Shares 9,303 Value ($000) $539 Avg Close Range
Q1 2022
Shares 9,602 Value ($000) $718 Avg Close Range
Q4 2021
Shares 4,918 Value ($000) $805 Avg Close Range
Q3 2021
Shares 4,817 Value ($000) $713 Avg Close Range
Q2 2021
Shares 4,738 Value ($000) $691 Avg Close Range
Q1 2021
Shares 4,737 Value ($000) $615 Avg Close Range
Q4 2020
Shares 4,736 Value ($000) $608 Avg Close Range
Q3 2020
Shares 4,734 Value ($000) $545 Avg Close Range
Q2 2020
Shares 4,949 Value ($000) $502 Avg Close Range
Q1 2020
Shares 5,013 Value ($000) $399 Avg Close Range
Q4 2019
Shares 5,382 Value ($000) $500 Avg Close Range