Life Steps Financial, Inc. Schwab Strategic Tr Us Broad M Transaction History

Life Steps Financial, Inc.

  • $155 Million
  • Q3 2025

A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Life Steps Financial, Inc. holds 14,288 shares of SCHB stock, worth $368,916. This represents 0.24% of its overall portfolio holdings.

Number of Shares
14,288
Previous 14,051 1.69%
Holding current value
$368,916
Previous $334,000 9.88%
% of portfolio
0.24%
Previous 0.23%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$23.82 - $25.84 $5,645 - $6,124
237 Added 1.69%
14,288 $367,000
Q2 2025

Jul 23, 2025
BUY
$19.1 - $23.83 $382 - $476
20 Added 0.14%
14,051 $334,000
Q1 2025

Apr 23, 2025
BUY
$21.23 - $23.75 $318 - $356
15 Added 0.11%
14,031 $302,000
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $212,968 - $646,550
9,676 Added 222.95%
14,016 $318,000
Q3 2024

Oct 16, 2024
BUY
$59.93 - $66.52 $1,318 - $1,463
22 Added 0.51%
4,340 $288,000
Q2 2024

Jul 17, 2024
BUY
$57.57 - $63.3 $7,771 - $8,545
135 Added 3.23%
4,318 $271,000
Q1 2024

Apr 26, 2024
BUY
$54.61 - $61.05 $11,085 - $12,393
203 Added 5.1%
4,183 $255,000
Q4 2023

Jan 18, 2024
SELL
$47.61 - $55.91 $13,473 - $15,822
-283 Reduced 6.64%
3,980 $221,000
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $3,719 - $4,017
75 Added 1.79%
4,263 $212,000
Q2 2023

Jul 14, 2023
BUY
$47.08 - $51.7 $197,171 - $216,519
4,188 New
4,188 $216,000
Q4 2022

Jan 18, 2023
SELL
$41.94 - $47.81 $48,943 - $55,794
-1,167 Reduced 19.97%
4,677 $0
Q3 2022

Oct 14, 2022
SELL
$41.99 - $50.63 $1,049 - $1,265
-25 Reduced 0.43%
5,844 $245,000
Q2 2022

Jul 13, 2022
BUY
$42.93 - $53.98 $901 - $1,133
21 Added 0.36%
5,869 $259,000
Q1 2022

Apr 12, 2022
BUY
$49.15 - $56.85 $141,306 - $163,443
2,875 Added 96.7%
5,848 $312,000
Q4 2021

Jan 26, 2022
BUY
$51.87 - $56.86 $7,573 - $8,301
146 Added 5.16%
2,973 $336,000
Q3 2021

Oct 06, 2021
BUY
$51.32 - $54.83 $667 - $712
13 Added 0.46%
2,827 $294,000
Q2 2021

Jul 09, 2021
BUY
$48.92 - $52.14 $1,320 - $1,407
27 Added 0.97%
2,814 $293,000
Q1 2021

Apr 20, 2021
BUY
$44.89 - $48.81 $10,145 - $11,031
226 Added 8.82%
2,787 $270,000
Q4 2020

Jan 25, 2021
BUY
$39.03 - $45.5 $99,955 - $116,525
2,561 New
2,561 $233,000

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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More about SCHB
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