LifeSteps Financial, Inc. SCHD Holdings History
LifeSteps Financial, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 108,592.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.88 Mil. This investment constitutes 1.98% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 14 purchases of SCHD, at an average price of $38.12, for a total of 122,328.00 shares. In addition, there have been 8 sales at an average price of $75.85 for 13,736.00 shares. Based on historical transaction data and SCHD's current price of $27.28, LifeSteps Financial, Inc.'s estimated gain on his SCHD holdings is $-659,013.23, reflecting a -14.13% gain to date.
LifeSteps Financial, Inc. SCHD ($27.28) Holding Chart
LifeSteps Financial, Inc. SCHD ($27.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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