Life Steps Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Life Steps Financial, Inc.

$155 Million
Q3 2025

A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Steps Financial, Inc. holds 90,871 shares of SCHM stock, worth $2.65 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

90,871

Previous 91,559 0.75%

Holding current value

$2.65 Million

Previous $2.57 Million 4.87%

% of portfolio

1.74%

Previous 1.77%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$28.15 - $30.13 $19,367 - $20,729	-688 Reduced 0.75%	90,871 $2.69 Million
Q2 2025 Jul 23, 2025	BUY	$22.92 - $28.05 $313,270 - $383,387	13,668 Added 17.55%	91,559 $2.57 Million
Q1 2025 Apr 23, 2025	BUY	$25.58 - $29.24 $175,683 - $200,820	6,868 Added 9.67%	77,891 $2.04 Million
Q4 2024 Feb 03, 2025	BUY	$27.54 - $83.04 $1.3 Million - $3.93 Million	47,297 Added 199.35%	71,023 $1.97 Million
Q3 2024 Oct 16, 2024	SELL	$75.47 - $83.18 $9,433 - $10,397	-125 Reduced 0.52%	23,726 $1.97 Million

Q2 2024 Jul 17, 2024	SELL	$75.69 - $81.19 $84,621 - $90,770	-1,118 Reduced 4.48%	23,851 $1.86 Million
Q1 2024 Apr 26, 2024	SELL	$72.89 - $81.43 $17,056 - $19,054	-234 Reduced 0.93%	24,969 $2.03 Million
Q4 2023 Jan 18, 2024	BUY	$63.01 - $75.95 $27,472 - $33,114	436 Added 1.76%	25,203 $1.9 Million
Q3 2023 Oct 25, 2023	BUY	$66.75 - $73.98 $108,669 - $120,439	1,628 Added 7.04%	24,767 $1.68 Million
Q2 2023 Jul 14, 2023	BUY	$65.29 - $71.03 $15,408 - $16,763	236 Added 1.03%	23,139 $1.64 Million
Q1 2023 Apr 12, 2023	SELL	$64.24 - $73.9 $32,890 - $37,836	-512 Reduced 2.19%	22,903 $1.55 Million
Q4 2022 Jan 18, 2023	SELL	$61.05 - $69.94 $295,665 - $338,719	-4,843 Reduced 17.14%	23,415 $0
Q3 2022 Oct 14, 2022	SELL	$60.5 - $72.51 $355,558 - $426,141	-5,877 Reduced 17.22%	28,258 $1.71 Million
Q2 2022 Jul 13, 2022	SELL	$60.91 - $76.4 $232,067 - $291,084	-3,810 Reduced 10.04%	34,135 $2.14 Million
Q1 2022 Apr 12, 2022	BUY	$70.66 - $80.89 $296,136 - $339,009	4,191 Added 12.42%	37,945 $2.88 Million
Q4 2021 Jan 26, 2022	BUY	$76.01 - $83.39 $286,633 - $314,463	3,771 Added 12.58%	33,754 $2.72 Million
Q3 2021 Oct 06, 2021	BUY	$74.65 - $80.95 $179,533 - $194,684	2,405 Added 8.72%	29,983 $2.3 Million
Q2 2021 Jul 09, 2021	BUY	$74.64 - $79.12 $326,773 - $346,387	4,378 Added 18.87%	27,578 $2.16 Million
Q1 2021 Apr 20, 2021	BUY	$67.07 - $76.85 $464,929 - $532,724	6,932 Added 42.61%	23,200 $1.73 Million
Q4 2020 Jan 25, 2021	BUY	$55.93 - $68.45 $156,995 - $192,139	2,807 Added 20.85%	16,268 $1.11 Million
Q3 2020 Oct 21, 2020	BUY	$51.99 - $58.83 $10,398 - $11,766	200 Added 1.51%	13,461 $747,000
Q2 2020 Aug 05, 2020	BUY	$39.01 - $57.03 $134,389 - $196,468	3,445 Added 35.1%	13,261 $698,000
Q1 2020 May 21, 2020	SELL	$35.83 - $62.24 $46,328 - $80,476	-1,293 Reduced 11.64%	9,816 $414,000
Q4 2019 Jan 30, 2020	BUY	$54.56 - $60.24 $606,107 - $669,206	11,109 New	11,109 $668,000

Others Institutions Holding SCHM

# of Institutions

1,063

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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 U.S. Mid Cap Transaction History