Steele Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Steele Capital Management, Inc.

$2.08 Trillion
Q2 2025

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 2,279,747 shares of SCHA stock, worth $58.9 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

2,279,747

Previous 1,623,361 40.43%

Holding current value

$58.9 Million

Previous $38.1 Billion 51.64%

% of portfolio

2.77%

Previous 1.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$20.42 - $25.3 $13.4 Million - $16.6 Million	656,386 Added 40.43%	2,279,747 $57.7 Billion
Q1 2025 Apr 16, 2025	BUY	$23.16 - $27.04 $372,876 - $435,344	16,100 Added 1.0%	1,623,361 $38.1 Billion
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $20.4 Million - $41.3 Million	806,848 Added 100.8%	1,607,261 $41.6 Billion
Q3 2024 Nov 08, 2024	BUY	$46.9 - $51.96 $3.86 Million - $4.28 Million	82,366 Added 11.47%	800,413 $41.3 Billion
Q2 2024 Jul 16, 2024	SELL	$45.24 - $49.04 $95,592 - $103,621	-2,113 Reduced 0.29%	718,047 $34.2 Billion
Q1 2024 Apr 18, 2024	SELL	$44.84 - $49.24 $245,319 - $269,392	-5,471 Reduced 0.75%	720,160 $35.5 Billion
Q4 2023 Feb 05, 2024	BUY	$38.13 - $48.02 $27.7 Million - $34.8 Million	725,631 New	725,631 $34.3 Billion

Others Institutions Holding SCHA

# of Institutions

1,274

Shares Held

250M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Steele Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History