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Steele Capital Management, Inc.: SCHM position timeline

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

Steele Capital Management, Inc. held 151,201 SCHM 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 151,201 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $5,574,781.

    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 151,201 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $4,681,183.

    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 151,201 shares
    Change vs previous 13F +3,322 shares

    0.2% of the 13F portfolio, value $4,546,615.

    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 147,879 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $4,383,134.

    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 147,879 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,148,006.

    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 147,879 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,874,430.

    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 147,879 shares
    Change vs previous 13F +98,586 shares

    0.21% of the 13F portfolio, value $4,097,728.

    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 49,293 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,095,756.

    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).