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LifeSteps Financial, Inc. → SCHW-PJ
LifeSteps Financial, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
39
Latest value
$1M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $387K |
| Q4 2025 | $364K |
| Q4 2025 | $794K |
| Q4 2025 | $398K |
| Q4 2025 | $2.8M |
| Q4 2025 | $351K |
| Q4 2025 | $3.1M |
| Q1 2026 | $381K |
| Q1 2026 | $343K |
| Q1 2026 | $679K |
| Q1 2026 | $383K |
| Q1 2026 | $3M |
| Q1 2026 | $357K |
| Q1 2026 | $3.7M |
| Q2 2026 | $4K |
| Q2 2026 | $411K |
| Q2 2026 | $377K |
| Q2 2026 | $747K |
| Q2 2026 | $386K |
| Q2 2026 | $3.5M |
| Q2 2026 | $421K |
| Q2 2026 | $43K |
| Q2 2026 | $5K |
| Q2 2026 | $4K |
| Q2 2026 | $11K |
| Q2 2026 | $3.7M |
| Q2 2026 | $169K |
| Q2 2026 | $77K |
| Q2 2026 | $70K |
| Q2 2026 | $14K |
| Q2 2026 | $6K |
| Q3 2026 | $409K |
| Q3 2026 | $378K |
| Q3 2026 | $765K |
| Q3 2026 | $338K |
| Q3 2026 | $3.1M |
| Q3 2026 | $351K |
| Q3 2026 | $3.8M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 46.3K | — | — |
| Q3 2026 | $3.8M | 117.5K | — | — |
| Q3 2026 | $351K | 10.7K | — | — |
| Q3 2026 | $3.1M | 90.0K | — | — |
| Q3 2026 | $338K | 10.1K | — | — |
| Q3 2026 | $765K | 21.3K | — | — |
| Q3 2026 | $378K | 12.6K | — | — |
| Q3 2026 | $409K | 13.9K | — | — |
| Q2 2026 | $6K | 224 | — | — |
| Q2 2026 | $14K | 562 | — | — |
| Q2 2026 | $70K | 3.0K | — | — |
| Q2 2026 | $77K | 3.3K | — | — |
| Q2 2026 | $169K | 6.1K | — | — |
| Q2 2026 | $3.7M | 118.1K | — | — |
| Q2 2026 | $11K | 209 | — | — |
| Q2 2026 | $4K | 101 | — | — |
| Q2 2026 | $5K | 200 | — | — |
| Q2 2026 | $43K | 1.2K | — | — |
| Q2 2026 | $421K | 11.7K | — | — |
| Q2 2026 | $3.5M | 94.4K | — | — |
| Q2 2026 | $386K | 11.1K | — | — |
| Q2 2026 | $747K | 22.1K | — | — |
| Q2 2026 | $377K | 12.8K | — | — |
| Q2 2026 | $411K | 14.2K | — | — |
| Q2 2026 | $4K | 46 | — | — |
| Q1 2026 | $3.7M | 121.0K | — | — |
| Q1 2026 | $357K | 12.3K | — | — |
| Q1 2026 | $3M | 97.2K | — | — |
| Q1 2026 | $383K | 12.6K | — | — |
| Q1 2026 | $679K | 23.3K | — | — |
| Q1 2026 | $343K | 13.4K | — | — |
| Q1 2026 | $381K | 15.2K | — | — |
| Q4 2025 | $3.1M | 114.1K | — | — |
| Q4 2025 | $351K | 12.3K | — | — |
| Q4 2025 | $2.8M | 92.0K | — | — |
| Q4 2025 | $398K | 13.4K | — | — |
| Q4 2025 | $794K | 24.3K | — | — |
| Q4 2025 | $364K | 13.5K | — | — |
| Q4 2025 | $387K | 14.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B