SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 114,061 Value ($000) $3,129 Avg Close — Range —
Q3 2025
Shares 112,413 Value ($000) $3,069 Avg Close — Range —
Q2 2025
Shares 108,592 Value ($000) $2,878 Avg Close — Range —
Q1 2025
Shares 90,020 Value ($000) $2,517 Avg Close — Range —
Q4 2024
Shares 67,403 Value ($000) $1,841 Avg Close — Range —
Q3 2024
Shares 21,174 Value ($000) $1,790 Avg Close — Range —
Q2 2024
Shares 20,846 Value ($000) $1,621 Avg Close — Range —
Q1 2024
Shares 25,662 Value ($000) $2,069 Avg Close — Range —
Q4 2023
Shares 26,030 Value ($000) $1,982 Avg Close — Range —
Q3 2023
Shares 26,036 Value ($000) $1,842 Avg Close — Range —
Q2 2023
Shares 23,532 Value ($000) $1,709 Avg Close — Range —
Q1 2023
Shares 22,536 Value ($000) $1,649 Avg Close — Range —
Q4 2022
Shares 25,250 Value ($000) $1,907 Avg Close — Range —
Q3 2022
Shares 26,093 Value ($000) $1,733 Avg Close — Range —
Q2 2022
Shares 26,367 Value ($000) $1,889 Avg Close — Range —
Q1 2022
Shares 30,890 Value ($000) $2,437 Avg Close — Range —
Q4 2021
Shares 29,254 Value ($000) $2,365 Avg Close — Range —
Q3 2021
Shares 25,166 Value ($000) $1,868 Avg Close — Range —
Q2 2021
Shares 24,149 Value ($000) $1,826 Avg Close — Range —
Q1 2021
Shares 21,332 Value ($000) $1,556 Avg Close — Range —
Q4 2020
Shares 15,375 Value ($000) $986 Avg Close — Range —
Q3 2020
Shares 12,247 Value ($000) $677 Avg Close — Range —
Q2 2020
Shares 12,439 Value ($000) $644 Avg Close — Range —
Q1 2020
Shares 12,360 Value ($000) $556 Avg Close — Range —
Q4 2019
Shares 6,723 Value ($000) $389 Avg Close — Range —