LifeSteps Financial »

Schwab Strategic Tr us lrg cap etf shares owned by LifeSteps Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by LifeSteps Financial from 13F filings

Historical chart of LifeSteps Financial investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by LifeSteps Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 3.4k 67.85
2024-06-30 $218k 3.4k 64.25
2024-03-31 $212k 3.4k 62.06
2023-12-31 $206k 3.6k 56.40
2022-06-30 $221k 5.0k 44.58
2022-03-31 $268k 5.0k 53.88
2021-12-31 $283k 2.5k 113.79
2021-09-30 $275k 2.6k 103.93
2021-06-30 $295k 2.8k 103.87
2021-03-31 $273k 2.8k 96.13
2020-12-31 $258k 2.8k 90.85
2020-09-30 $245k 3.0k 80.51
2020-06-30 $212k 2.9k 74.20
2019-12-31 $267k 3.5k 76.90