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Disclosery

LifeSteps Financial, Inc.: SCHM position timeline

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

LifeSteps Financial, Inc. held 94,401 SCHM 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 94,401 shares
    Change vs previous 13F -2,804 shares

    1.62% of the 13F portfolio, value $3,480,547.

    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 97,205 shares
    Change vs previous 13F +5,240 shares

    1.91% of the 13F portfolio, value $3,009,475.

    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 91,965 shares
    Change vs previous 13F +1,094 shares

    1.77% of the 13F portfolio, value $2,765,394.

    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 90,871 shares
    Change vs previous 13F -688 shares

    1.73% of the 13F portfolio, value $2,693,406.

    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 91,559 shares
    Change vs previous 13F +13,668 shares

    1.76% of the 13F portfolio, value $2,568,219.

    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 77,891 shares
    Change vs previous 13F +6,868 shares

    1.65% of the 13F portfolio, value $2,040,756.

    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 71,023 shares
    Change vs previous 13F +47,297 shares

    1.51% of the 13F portfolio, value $1,968,053.

    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 23,726 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,971,391.

    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).