Schwab U S Small Cap ETF shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 12k | 27.90 |
| 2025-06-30 | $300k | 12k | 25.30 |
| 2025-03-31 | $227k | 9.7k | 23.43 |
| 2024-12-31 | $275k | 11k | 25.86 |
| 2024-09-30 | $289k | 5.6k | 51.50 |
| 2024-06-30 | $266k | 5.6k | 47.45 |
| 2024-03-31 | $259k | 5.3k | 49.24 |
| 2023-12-31 | $252k | 5.3k | 47.24 |
| 2023-09-30 | $225k | 5.4k | 41.42 |
| 2023-06-30 | $244k | 5.6k | 43.80 |
| 2023-03-31 | $234k | 5.6k | 41.93 |
| 2022-12-31 | $232k | 5.7k | 40.51 |
| 2022-09-30 | $222k | 5.9k | 37.83 |
| 2022-06-30 | $243k | 6.2k | 38.92 |
| 2022-03-31 | $298k | 6.3k | 47.38 |
| 2021-12-31 | $326k | 3.2k | 102.48 |
| 2021-09-30 | $318k | 3.2k | 100.00 |
| 2021-06-30 | $331k | 3.2k | 104.09 |
| 2021-03-31 | $315k | 3.2k | 99.72 |
| 2020-12-31 | $285k | 3.2k | 88.90 |
| 2020-09-30 | $226k | 3.3k | 68.32 |
| 2020-06-30 | $222k | 3.4k | 65.29 |
| 2019-12-31 | $288k | 3.8k | 75.63 |