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LifeSteps Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

LifeSteps Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Sell
14,200
-978
-6% -$27.4K 0.19% 65
2026
Q1 		$381K Buy
15,178
+423
+3% +$11.1K 0.24% 63
2025
Q4 		$387K Buy
14,755
+467
+3% +$12.2K 0.25% 61
2025
Q3 		$367K Buy
14,288
+237
+2% +$5.87K 0.24% 66
2025
Q2 		$335K Buy
14,051
+20
+0.1% +$441 0.23% 68
2025
Q1 		$302K Buy
14,031
+15
+0.1% +$341 0.25% 67
2024
Q4 		$318K Buy
14,016
+996
+8% +$22.7K 0.24% 61
2024
Q3 		$289K Buy
13,020
+66
+0.5% +$1.41K 0.23% 67
2024
Q2 		$271K Buy
12,954
+405
+3% +$8.21K 0.22% 65
2024
Q1 		$255K Buy
12,549
+609
+5% +$11.8K 0.19% 71
2023
Q4 		$222K Sell
11,940
-849
-7% -$14.7K 0.2% 73
2023
Q3 		$212K Buy
12,789
+225
+2% +$3.89K 0.22% 67
2023
Q2 		$217K Buy
+12,564
New +$205K 0.21% 66
2023
Q1 		– Sell
-14,031
Closed -$210K – 71
2022
Q4 		$210K Sell
14,031
-3,501
-20% -$52.6K 0.22% 67
2022
Q3 		$245K Sell
17,532
-75
-0.4% -$1.17K 0.28% 62
2022
Q2 		$259K Buy
17,607
+63
+0.4% +$1.01K 0.27% 61
2022
Q1 		$312K Sell
17,544
-294
-2% -$5.16K 0.23% 65
2021
Q4 		$336K Buy
17,838
+876
+5% +$16.1K 0.24% 59
2021
Q3 		$294K Buy
16,962
+78
+0.5% +$1.39K 0.22% 66
2021
Q2 		$293K Buy
16,884
+162
+1% +$2.74K 0.23% 69
2021
Q1 		$270K Buy
16,722
+1,356
+9% +$21.4K 0.23% 72
2020
Q4 		$233K Buy
+15,366
New +$219K 0.21% 78

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LifeSteps Financial's SCHB Position: Q2 2026 in Review

LifeSteps Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 6.4% in Q2 2026, selling an estimated $27.4K and leaving 14,200 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #65.

LifeSteps Financial first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. 651 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • LifeSteps Financial held 14,200 shares of Schwab US Broad Market ETF worth $411K as of Q2 2026.
  • LifeSteps Financial sold 978 Schwab US Broad Market ETF shares in Q2 2026, an estimated $27.4K.
  • Schwab US Broad Market ETF made up 0.19% of LifeSteps Financial's portfolio in Q2 2026, its #65 holding.
  • LifeSteps Financial first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.