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Disclosery

Steele Capital Management, Inc.: SCHE position timeline

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

Steele Capital Management, Inc. held 287,095 SCHE 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 287,095 shares
    Change vs previous 13F -5,266 shares

    0.38% of the 13F portfolio, value $10,410,063.

    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 292,361 shares
    Change vs previous 13F -1,647 shares

    0.4% of the 13F portfolio, value $9,633,293.

    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 294,008 shares
    Change vs previous 13F -3,231 shares

    0.41% of the 13F portfolio, value $9,628,760.

    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 297,239 shares
    Change vs previous 13F -39,284 shares

    0.44% of the 13F portfolio, value $9,918,863.

    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 336,523 shares
    Change vs previous 13F -2,121 shares

    0.49% of the 13F portfolio, value $10,142,796.

    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 338,644 shares
    Change vs previous 13F -1,904 shares

    0.49% of the 13F portfolio, value $9,336,409.

    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 340,548 shares
    Change vs previous 13F -501 shares

    0.47% of the 13F portfolio, value $9,068,787.

    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 341,049 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $9,951,803.

    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).