SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 13,443 Value ($000) $398 Avg Close Range
Q3 2025
Shares 13,424 Value ($000) $391 Avg Close Range
Q2 2025
Shares 13,546 Value ($000) $375 Avg Close Range
Q1 2025
Shares 14,351 Value ($000) $381 Avg Close Range
Q4 2024
Shares 14,882 Value ($000) $388 Avg Close Range
Q3 2024
Shares 4,948 Value ($000) $398 Avg Close Range
Q2 2024
Shares 4,967 Value ($000) $368 Avg Close Range
Q1 2024
Shares 5,080 Value ($000) $386 Avg Close Range
Q4 2023
Shares 5,460 Value ($000) $383 Avg Close Range
Q3 2023
Shares 5,465 Value ($000) $352 Avg Close Range
Q2 2023
Shares 5,493 Value ($000) $369 Avg Close Range
Q1 2023
Shares 5,480 Value ($000) $359 Avg Close Range
Q4 2022
Shares 5,639 Value ($000) $372 Avg Close Range
Q3 2022
Shares 7,147 Value ($000) $418 Avg Close Range
Q2 2022
Shares 7,204 Value ($000) $450 Avg Close Range
Q1 2022
Shares 7,213 Value ($000) $515 Avg Close Range
Q4 2021
Shares 7,339 Value ($000) $537 Avg Close Range
Q3 2021
Shares 6,862 Value ($000) $463 Avg Close Range
Q2 2021
Shares 6,111 Value ($000) $418 Avg Close Range
Q1 2021
Shares 6,098 Value ($000) $398 Avg Close Range
Q4 2020
Shares 6,087 Value ($000) $362 Avg Close Range
Q3 2020
Shares 6,175 Value ($000) $322 Avg Close Range
Q2 2020
Shares 6,271 Value ($000) $314 Avg Close Range
Q1 2020
Shares 6,619 Value ($000) $293 Avg Close Range
Q4 2019
Shares 7,111 Value ($000) $427 Avg Close Range