Steele Capital Management, Inc. Reduced Holdings in Q3 2025

Steele Capital Management, Inc.

  • $2.25 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-58.2K
- 5.0%
$78.96 - $80.04 $4.59M - $4.65M
1.11M $88.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-19.8K
- 57.2%
$100.37 - $100.74 $1.99M - $2M
14.8K $1.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.1K
- 10.86%
$459.11 - $506.91 $1.88M - $2.08M
33.7K $16.9B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-35.5K
- 6.4%
$46.37 - $47.77 $1.65M - $1.7M
519K $24.7B
VBR
Vanguard Small Cap Value ETF

ETFs
-7.54K
- 12.88%
$195.41 - $212.37 $1.47M - $1.6M
51K $10.7B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-10.2K
- 50.31%
$70.77 - $73.59 $722K - $750K
10.1K $738M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-12.6K
- 3.81%
$55.61 - $57.37 $700K - $722K
318K $18.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
-11.8K
- 9.34%
$74.68 - $80.26 $879K - $944K
114K $9.16B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-48.8K
- 3.99%
$26.38 - $27.95 $1.29M - $1.36M
1.17M $32.1B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-39.3K
- 11.67%
$30.13 - $33.37 $1.18M - $1.31M
297K $9.92B
IEMG
Ishares Inc

ETFs
-9.96K
- 11.84%
N/A
74.1K $4.89B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.5K
- 6.7%
$48.5 - $50.19 $170K - $176K
48.7K $2.44B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.75K
- 3.31%
$19.49 - $19.61 $34.1K - $34.3K
51.2K $1B
AMZN
Amazon Com Inc

Consumer Cyclical
-184
- 0.28%
$211.65 - $238.24 $38.9K - $43.8K
65.6K $14.4B
T
At&T Inc.

Communication Services
-440
- 3.01%
$26.94 - $29.62 $11.9K - $13K
14.2K $400M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-383
- 1.0%
$52.39 - $53.11 $20.1K - $20.3K
37.9K $2.01B
MSFT
Microsoft Corp

Technology
-606
- 4.09%
$491.09 - $535.64 $298K - $325K
14.2K $7.36B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.36K
- 1.97%
$44.22 - $45.74 $60.1K - $62.2K
67.7K $3.09B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.9K
- 3.48%
$27.61 - $29.15 $108K - $114K
108K $3.15B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.37K
- 3.78%
$39.8 - $42.86 $134K - $144K
85.8K $3.67B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.88K
- 4.46%
$28.92 - $32.19 $257K - $286K
190K $6.07B
XLE
Energy Sector Spdr

ETFs
-733
- 0.52%
$84.25 - $91.99 $61.8K - $67.4K
139K $12.5B
ISCV
Ishares Morningstar Small Cap

ETFs
-4.54K
- 2.39%
$61.33 - $67.87 $278K - $308K
185K $12.3B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.8K
- 1.3%
$94.17 - $99.95 $263K - $279K
212K $21.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-12.4K
- 3.8%
$72.65 - $78.68 $900K - $975K
314K $24.6B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-176
- 0.53%
$567.09 - $607.37 $99.8K - $107K
33.3K $19.9B
ILCV
Ishares Morningstar Value ETF

ETFs
-39.4K
- 5.61%
$82.86 - $90.02 $3.27M - $3.55M
663K $59.7B
VEA
Vanguard Ftse Developed Market

ETFs
-63.3K
- 3.0%
$56.02 - $60.3 $3.55M - $3.82M
2.05M $123B
FNDA
Schwab Fundamental U S Small C

ETFs
-74.4K
- 3.65%
$28.75 - $31.93 $2.14M - $2.38M
1.97M $61.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-92K
- 4.86%
$49.43 - $54.52 $4.55M - $5.02M
1.8M $97.5B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-138K
- 2.06%
$21.69 - $23.34 $3M - $3.23M
6.56M $153B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-21.3K
- 0.94%
$25.29 - $28.33 $539K - $604K
2.26M $63.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.77K
- 0.61%
$108.46 - $120.63 $409K - $455K
617K $73.3B
AAPL
Apple Inc.

Technology
-859
- 0.65%
$202.38 - $256.87 $174K - $221K
132K $33.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-21.1K
- 0.54%
$24.46 - $26.5 $517K - $560K
3.92M $103B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.65K
- 0.78%
$546.99 - $602.2 $900K - $991K
208K $125B
FNDX
Schwab Fundamental U S Large C

ETFs
-9.78K
- 0.16%
$24.38 - $26.34 $238K - $257K
6.05M $159B
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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