Life Steps Financial, Inc. Schwab Strategic Tr Us Large C Transaction History

Life Steps Financial, Inc.

$145 Million
Q2 2025

A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Life Steps Financial, Inc. holds 14,068 shares of SCHX stock, worth $354,654. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,068

Previous 9,258 51.96%

Holding current value

$354,654

Previous $204,000 68.14%

% of portfolio

0.24%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$19.6 - $24.44 $94,276 - $117,556	4,810 Added 51.96%	14,068 $343,000
Q1 2025 Apr 23, 2025	SELL	$21.75 - $24.28 $14,355 - $16,024	-660 Reduced 6.65%	9,258 $204,000
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $146,092 - $445,322	6,522 Added 192.05%	9,918 $229,000
Q2 2024 Jul 17, 2024	SELL	$58.7 - $64.78 $939 - $1,036	-16 Reduced 0.47%	3,396 $218,000
Q1 2024 Apr 26, 2024	SELL	$55.41 - $62.08 $12,855 - $14,402	-232 Reduced 6.37%	3,412 $211,000
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $176,624 - $206,250	3,644 New	3,644 $205,000
Q2 2022 Jul 13, 2022	SELL	$43.35 - $54.51 $736 - $926	-17 Reduced 0.34%	4,957 $221,000
Q1 2022 Apr 12, 2022	BUY	$49.51 - $57.27 $123,131 - $142,430	2,487 Added 100.0%	4,974 $268,000
Q4 2021 Jan 26, 2022	SELL	$51.9 - $57.29 $8,252 - $9,109	-159 Reduced 6.01%	2,487 $283,000
Q3 2021 Oct 06, 2021	SELL	$51.52 - $54.94 $9,994 - $10,658	-194 Reduced 6.83%	2,646 $275,000
Q4 2020 Jan 25, 2021	SELL	$39.35 - $45.48 $7,988 - $9,232	-203 Reduced 6.67%	2,840 $258,000
Q3 2020 Oct 21, 2020	BUY	$37.26 - $43.03 $6,930 - $8,003	186 Added 6.51%	3,043 $245,000
Q2 2020 Aug 05, 2020	BUY	$29.25 - $38.76 $83,567 - $110,737	2,857 New	2,857 $212,000
Q1 2020 May 21, 2020	SELL	$26.61 - $40.52 $92,389 - $140,685	-3,472 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$34.42 - $38.54 $119,506 - $133,810	3,472 New	3,472 $267,000

Others Institutions Holding SCHX

# of Institutions

1,540

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.

Account

Life Steps Financial, Inc. Schwab Strategic Tr Us Large C Transaction History