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Steele Capital Management, Inc.: SCHF position timeline

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

Steele Capital Management, Inc. held 7,056,392 SCHF 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 7,056,392 shares
    Change vs previous 13F +145,004 shares

    7.2% of the 13F portfolio, value $195,795,841.

    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 6,911,388 shares
    Change vs previous 13F +184,011 shares

    7.09% of the 13F portfolio, value $171,056,842.

    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 6,727,377 shares
    Change vs previous 13F +165,141 shares

    6.94% of the 13F portfolio, value $161,726,135.

    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 6,562,236 shares
    Change vs previous 13F -138,351 shares

    6.78% of the 13F portfolio, value $152,768,854.

    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 6,700,587 shares
    Change vs previous 13F +81,985 shares

    7.12% of the 13F portfolio, value $148,377,591.

    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 6,618,602 shares
    Change vs previous 13F +55,769 shares

    6.82% of the 13F portfolio, value $130,915,941.

    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 6,562,833 shares
    Change vs previous 13F +3,259,988 shares

    6.32% of the 13F portfolio, value $121,412,408.

    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 3,302,845 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $135,812,995.

    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).