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Disclosery

LifeSteps Financial, Inc.: SCHX position timeline

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

LifeSteps Financial, Inc. held 12,614 SCHX 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 12,614 shares
    Change vs previous 13F -187 shares

    0.18% of the 13F portfolio, value $378,420.

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

  2. period ended2026-06-30
    13F 12,801 shares
    Change vs previous 13F -596 shares

    0.18% of the 13F portfolio, value $376,733.

    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 13,397 shares
    Change vs previous 13F -147 shares

    0.22% of the 13F portfolio, value $343,499.

    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 13,544 shares
    Change vs previous 13F -524 shares

    0.23% of the 13F portfolio, value $364,469.

    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 14,068 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $370,551.

    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 14,068 shares
    Change vs previous 13F +4,810 shares

    0.24% of the 13F portfolio, value $343,822.

    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 9,258 shares
    Change vs previous 13F -660 shares

    0.17% of the 13F portfolio, value $204,417.

    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 9,918 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $229,899.

    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).