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Schwab Strategic Tr us aggregate b shares owned by LifeSteps Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by LifeSteps Financial from 13F filings

Historical chart of LifeSteps Financial investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $77k 3.3k 23.13
2024-03-31 $63k 1.4k 46.00

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Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr S&p 500 Etf Etf (SPY)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf Etf (VTV)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Schwab Us Dividend Equity Etf Etf (SCHD)
Jpmorgan Chase & Co Stock (JPM)
Ishares Russell 2000 Etf Etf (IWM)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Goldman Sachs Group
Huntington Asset Advisors
Morgan Stanley
Pioneer Wealth Management Group
Mariner Wealth Advisors
McAdam

View all funds holding Schwab Strategic Tr us aggregate b