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Disclosery

Steele Capital Management, Inc.: SCHG position timeline

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

Steele Capital Management, Inc. held 175,472 SCHG 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 175,472 shares
    Change vs previous 13F -858 shares

    0.22% of the 13F portfolio, value $5,937,981.

    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 176,330 shares
    Change vs previous 13F -9,052 shares

    0.21% of the 13F portfolio, value $5,136,507.

    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 185,382 shares
    Change vs previous 13F -4,957 shares

    0.26% of the 13F portfolio, value $6,047,176.

    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 190,339 shares
    Change vs previous 13F -8,884 shares

    0.27% of the 13F portfolio, value $6,073,733.

    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 199,223 shares
    Change vs previous 13F -5,653 shares

    0.28% of the 13F portfolio, value $5,819,301.

    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 204,876 shares
    Change vs previous 13F +217 shares

    0.27% of the 13F portfolio, value $5,130,099.

    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 204,659 shares
    Change vs previous 13F +151,871 shares

    0.3% of the 13F portfolio, value $5,703,854.

    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 52,788 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,499,495.

    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).