Skip to content
Disclosery

LifeSteps Financial, Inc.: SCHV position timeline

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

LifeSteps Financial, Inc. held 10,144 SCHV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,144 shares
    Change vs previous 13F -936 shares

    0.16% of the 13F portfolio, value $337,894.

    13F-HR 0001801373-26-000005 filed by LifeSteps Financial, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,080 shares
    Change vs previous 13F -1,484 shares

    0.18% of the 13F portfolio, value $385,704.

    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).

  3. period ended2026-03-31
    13F 12,564 shares
    Change vs previous 13F -879 shares

    0.24% of the 13F portfolio, value $383,203.

    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).

  4. period ended2025-12-31
    13F 13,443 shares
    Change vs previous 13F +19 shares

    0.25% of the 13F portfolio, value $398,036.

    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).

  5. period ended2025-09-30
    13F 13,424 shares
    Change vs previous 13F -122 shares

    0.25% of the 13F portfolio, value $390,774.

    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).

  6. period ended2025-06-30
    13F 13,546 shares
    Change vs previous 13F -805 shares

    0.26% of the 13F portfolio, value $374,829.

    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).

  7. period ended2025-03-31
    13F 14,351 shares
    Change vs previous 13F -531 shares

    0.31% of the 13F portfolio, value $381,462.

    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).

  8. period ended2024-12-31
    13F 14,882 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $387,962.

    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).