SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 91,965 Value ($000) $2,765 Avg Close — Range —
Q3 2025
Shares 90,871 Value ($000) $2,693 Avg Close — Range —
Q2 2025
Shares 91,559 Value ($000) $2,568 Avg Close — Range —
Q1 2025
Shares 77,891 Value ($000) $2,041 Avg Close — Range —
Q4 2024
Shares 71,023 Value ($000) $1,968 Avg Close — Range —
Q3 2024
Shares 23,726 Value ($000) $1,971 Avg Close — Range —
Q2 2024
Shares 23,851 Value ($000) $1,856 Avg Close — Range —
Q1 2024
Shares 24,969 Value ($000) $2,033 Avg Close — Range —
Q4 2023
Shares 25,203 Value ($000) $1,898 Avg Close — Range —
Q3 2023
Shares 24,767 Value ($000) $1,676 Avg Close — Range —
Q2 2023
Shares 23,139 Value ($000) $1,644 Avg Close — Range —
Q1 2023
Shares 22,903 Value ($000) $1,554 Avg Close — Range —
Q4 2022
Shares 23,415 Value ($000) $1,536 Avg Close — Range —
Q3 2022
Shares 28,258 Value ($000) $1,710 Avg Close — Range —
Q2 2022
Shares 34,135 Value ($000) $2,141 Avg Close — Range —
Q1 2022
Shares 37,945 Value ($000) $2,878 Avg Close — Range —
Q4 2021
Shares 33,754 Value ($000) $2,715 Avg Close — Range —
Q3 2021
Shares 29,983 Value ($000) $2,299 Avg Close — Range —
Q2 2021
Shares 27,578 Value ($000) $2,159 Avg Close — Range —
Q1 2021
Shares 23,200 Value ($000) $1,727 Avg Close — Range —
Q4 2020
Shares 16,268 Value ($000) $1,109 Avg Close — Range —
Q3 2020
Shares 13,461 Value ($000) $747 Avg Close — Range —
Q2 2020
Shares 13,261 Value ($000) $698 Avg Close — Range —
Q1 2020
Shares 9,816 Value ($000) $414 Avg Close — Range —
Q4 2019
Shares 11,109 Value ($000) $668 Avg Close — Range —