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Disclosery

BAILARD, INC.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAILARD, INC. on SCHX, newest first. How the timeline and the estimate are built.

BAILARD, INC. held 212,469 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,469 shares
    Change vs previous 13F -1,296 shares

    0.13% of the 13F portfolio, value $6,252,966.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 213,765 shares
    Change vs previous 13F -1,594 shares

    0.13% of the 13F portfolio, value $5,480,937.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 215,359 shares
    Change vs previous 13F -1,417 shares

    0.13% of the 13F portfolio, value $5,795,314.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 216,776 shares
    Change vs previous 13F -1,758 shares

    0.12% of the 13F portfolio, value $5,709,883.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 218,534 shares
    Change vs previous 13F -681 shares

    0.12% of the 13F portfolio, value $5,340,974.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 219,215 shares
    Change vs previous 13F -2,175 shares

    0.12% of the 13F portfolio, value $4,840,270.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 221,390 shares
    Change vs previous 13F +147,248 shares

    0.13% of the 13F portfolio, value $5,131,823.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 74,142 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,030,542.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).