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Disclosery

Steele Capital Management, Inc.: SCHX position timeline

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

Steele Capital Management, Inc. held 4,110,047 SCHX 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 4,110,047 shares
    Change vs previous 13F +27,218 shares

    4.46% of the 13F portfolio, value $121,070,510.

    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 4,082,829 shares
    Change vs previous 13F +97,756 shares

    4.34% of the 13F portfolio, value $104,790,133.

    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 3,985,073 shares
    Change vs previous 13F +69,493 shares

    4.6% of the 13F portfolio, value $107,238,308.

    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 3,915,580 shares
    Change vs previous 13F -21,122 shares

    4.58% of the 13F portfolio, value $103,241,949.

    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 3,936,702 shares
    Change vs previous 13F +106,864 shares

    4.62% of the 13F portfolio, value $96,317,492.

    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 3,829,838 shares
    Change vs previous 13F +44,638 shares

    4.41% of the 13F portfolio, value $84,658,297.

    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 3,785,200 shares
    Change vs previous 13F +2,550,117 shares

    4.57% of the 13F portfolio, value $87,740,946.

    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 1,235,083 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $83,900,428.

    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).