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Steele Capital Management, Inc.: SCHD position timeline

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

Steele Capital Management, Inc. held 1,169,147 SCHD 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 1,169,147 shares
    Change vs previous 13F +42,573 shares

    1.36% of the 13F portfolio, value $37,073,645.

    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 1,126,574 shares
    Change vs previous 13F +1,590 shares

    1.43% of the 13F portfolio, value $34,563,282.

    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 1,124,984 shares
    Change vs previous 13F -49,419 shares

    1.32% of the 13F portfolio, value $30,858,311.

    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 1,174,403 shares
    Change vs previous 13F -48,794 shares

    1.42% of the 13F portfolio, value $32,061,215.

    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 1,223,197 shares
    Change vs previous 13F +373 shares

    1.56% of the 13F portfolio, value $32,414,734.

    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 1,222,824 shares
    Change vs previous 13F -966 shares

    1.78% of the 13F portfolio, value $34,190,170.

    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 1,223,790 shares
    Change vs previous 13F +813,339 shares

    1.74% of the 13F portfolio, value $33,433,934.

    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 410,451 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $34,695,411.

    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).