Schwab Strategic Tr cmn shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 13k | 29.11 |
| 2025-06-30 | $375k | 14k | 27.67 |
| 2025-03-31 | $382k | 14k | 26.58 |
| 2024-12-31 | $388k | 15k | 26.07 |
| 2024-09-30 | $398k | 4.9k | 80.37 |
| 2024-06-30 | $368k | 5.0k | 74.07 |
| 2024-03-31 | $386k | 5.1k | 75.97 |
| 2023-12-31 | $383k | 5.5k | 70.11 |
| 2023-09-30 | $352k | 5.5k | 64.47 |
| 2023-06-30 | $369k | 5.5k | 67.09 |
| 2023-03-31 | $359k | 5.5k | 65.58 |
| 2022-12-31 | $372k | 5.6k | 66.02 |
| 2022-09-30 | $418k | 7.1k | 58.49 |
| 2022-06-30 | $450k | 7.2k | 62.47 |
| 2022-03-31 | $515k | 7.2k | 71.40 |
| 2021-12-31 | $537k | 7.3k | 73.17 |
| 2021-09-30 | $463k | 6.9k | 67.47 |
| 2021-06-30 | $418k | 6.1k | 68.40 |
| 2021-03-31 | $398k | 6.1k | 65.27 |
| 2020-12-31 | $362k | 6.1k | 59.47 |
| 2020-09-30 | $322k | 6.2k | 52.15 |
| 2020-06-30 | $314k | 6.3k | 50.07 |
| 2020-03-31 | $293k | 6.6k | 44.27 |
| 2019-12-31 | $427k | 7.1k | 60.05 |