Steele Capital Management »

Sch Us Mid-cap Etf etf shares owned by Steele Capital Management

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Steele Capital Management from 13F filings

Historical chart of Steele Capital Management investment in Sch Us Mid-cap Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Us Mid-cap Etf etf held by Steele Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Us Mid-cap Etf etf by Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 50k 81.43
2023-12-31 $3.7M 50k 75.32

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
HPM Partners
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Prime Capital Investment Advisors
Advisory Alpha
UBS Group
Legacy Wealth Management
JMG Financial Group
Fragasso
Envestnet Asset Management
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Sch Us Mid-cap Etf etf