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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 49k 83.09
2024-06-30 $3.8M 49k 78.09
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 Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Morningstar Valu (ILCV)
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
Creative Planning
Moneta Group Investment Advisors
Advisory Alpha
Legacy Wealth Management
Fragasso
HighTower Advisors
Northwestern Mutual Wealth Management Company
HPM Partners
Wealth Enhancement Advisory Services
Summit Financial Strategies
Mercer Global Advisors
Gemmer Asset Management
UBS Group
Davenport & Co

View all funds holding Sch Us Mid-cap Etf etf