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Disclosery

Steele Capital Management, Inc.: SCHV position timeline

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

Steele Capital Management, Inc. held 95,505 SCHV 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 95,505 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,324,531.

    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 95,505 shares
    Change vs previous 13F -4,471 shares

    0.12% of the 13F portfolio, value $2,912,904.

    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 99,976 shares
    Change vs previous 13F -8,108 shares

    0.13% of the 13F portfolio, value $2,960,291.

    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 108,084 shares
    Change vs previous 13F -3,897 shares

    0.14% of the 13F portfolio, value $3,146,327.

    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 111,981 shares
    Change vs previous 13F -1,819 shares

    0.15% of the 13F portfolio, value $3,098,516.

    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 113,800 shares
    Change vs previous 13F -1,795 shares

    0.16% of the 13F portfolio, value $3,024,805.

    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 115,595 shares
    Change vs previous 13F +76,518 shares

    0.16% of the 13F portfolio, value $3,013,563.

    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 39,077 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,140,622.

    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).