Schwab U S Broad Market ETF shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $387k | 15k | 26.23 |
| 2025-09-30 | $367k | 14k | 25.71 |
| 2025-06-30 | $335k | 14k | 23.83 |
| 2025-03-31 | $302k | 14k | 21.53 |
| 2024-12-31 | $318k | 14k | 22.70 |
| 2024-09-30 | $289k | 4.3k | 66.52 |
| 2024-06-30 | $271k | 4.3k | 62.86 |
| 2024-03-31 | $255k | 4.2k | 61.04 |
| 2023-12-31 | $222k | 4.0k | 55.67 |
| 2023-09-30 | $213k | 4.3k | 49.85 |
| 2023-06-30 | $217k | 4.2k | 51.70 |
| 2022-12-31 | $210k | 4.7k | 44.81 |
| 2022-09-30 | $245k | 5.8k | 41.92 |
| 2022-06-30 | $259k | 5.9k | 44.13 |
| 2022-03-31 | $312k | 5.8k | 53.35 |
| 2021-12-31 | $336k | 3.0k | 113.02 |
| 2021-09-30 | $294k | 2.8k | 104.00 |
| 2021-06-30 | $293k | 2.8k | 104.12 |
| 2021-03-31 | $270k | 2.8k | 96.88 |
| 2020-12-31 | $233k | 2.6k | 90.98 |