Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STEELE CAPITAL MANAGEMENT INC 07-16-2024 06-30-2024 177 1,792,000,034
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $181,666,457 331,975 0.01 0.01 5,660 1.73 06-30-2024
SCHWAB STRATEGIC TR INTL EQTY ETF 2 $163,829,811 4,242,473 0.01 0.01 11,287 0.27 06-30-2024
SCHWAB STRATEGIC TR FUNDAMENTAL US L 3 $132,970,380 1,975,923 0.01 1,975,923 +Inf 06-30-2024
SCHWAB STRATEGIC TR SCHWAB FDT US LG Liquidated $0 0 0.01 0.01 53,726 2.80 06-30-2024
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