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Disclosery

LifeSteps Financial, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeSteps Financial, Inc. on SCHD, newest first. How the timeline and the estimate are built.

LifeSteps Financial, Inc. held 118,076 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,076 shares
    Change vs previous 13F -2,928 shares

    1.75% of the 13F portfolio, value $3,744,179.

    13F-HR 0001801373-26-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,004 shares
    Change vs previous 13F +6,943 shares

    2.35% of the 13F portfolio, value $3,712,390.

    13F-HR 0001801373-26-000002 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 114,061 shares
    Change vs previous 13F +1,648 shares

    2% of the 13F portfolio, value $3,128,704.

    13F-HR 0001801373-26-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 112,413 shares
    Change vs previous 13F +3,821 shares

    1.97% of the 13F portfolio, value $3,068,870.

    13F-HR 0001801373-25-000006 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 108,592 shares
    Change vs previous 13F +18,572 shares

    1.98% of the 13F portfolio, value $2,877,681.

    13F-HR 0001801373-25-000004 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,020 shares
    Change vs previous 13F +22,617 shares

    2.04% of the 13F portfolio, value $2,516,952.

    13F-HR 0001801373-25-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,403 shares
    Change vs previous 13F +46,229 shares

    1.41% of the 13F portfolio, value $1,841,447.

    13F-HR 0001801373-25-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,174 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,789,829.

    13F-HR 0001801373-24-000005 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).