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Disclosery

Baker Avenue Asset Management, LP: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on SCHD, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 122,361 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,361 shares
    Change vs previous 13F +106,359 shares

    0.07% of the 13F portfolio, value $3,880,052.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 16,002 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $490,941.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 16,002 shares
    Change vs previous 13F -3,672 shares

    0.01% of the 13F portfolio, value $438,935.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 19,674 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $537,096.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 19,674 shares
    Change vs previous 13F -7,245 shares

    0.01% of the 13F portfolio, value $521,373.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 26,919 shares
    Change vs previous 13F +6,057 shares

    0.02% of the 13F portfolio, value $752,649.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 20,862 shares
    Change vs previous 13F +13,720 shares

    0.02% of the 13F portfolio, value $569,959.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 7,142 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $603,687.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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