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Disclosery

Steele Capital Management, Inc.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steele Capital Management, Inc. on SCHA, newest first. How the timeline and the estimate are built.

Steele Capital Management, Inc. held 2,273,743 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,273,743 shares
    Change vs previous 13F +11,657 shares

    3.03% of the 13F portfolio, value $82,205,926.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,262,086 shares
    Change vs previous 13F -11,484 shares

    2.73% of the 13F portfolio, value $65,802,548.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,273,570 shares
    Change vs previous 13F +15,150 shares

    2.78% of the 13F portfolio, value $64,751,262.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,258,420 shares
    Change vs previous 13F -21,327 shares

    2.8% of the 13F portfolio, value $63,058,084.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,279,747 shares
    Change vs previous 13F +656,386 shares

    2.77% of the 13F portfolio, value $57,722,489.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,623,361 shares
    Change vs previous 13F +16,100 shares

    1.98% of the 13F portfolio, value $38,064,760.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,607,261 shares
    Change vs previous 13F +806,848 shares

    2.16% of the 13F portfolio, value $41,563,770.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 800,413 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $41,268,138.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).