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Baker Avenue Asset Management, LP: SCHW position timeline

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

Baker Avenue Asset Management, LP held 174,367 SCHW 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 174,367 shares
    Change vs previous 13F +47,739 shares

    0.31% of the 13F portfolio, value $16,088,870.

    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 126,628 shares
    Change vs previous 13F +4,981 shares

    0.27% of the 13F portfolio, value $11,900,509.

    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 121,647 shares
    Change vs previous 13F +5,418 shares

    0.28% of the 13F portfolio, value $12,153,800.

    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 116,229 shares
    Change vs previous 13F +352 shares

    0.27% of the 13F portfolio, value $11,096,384.

    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 115,877 shares
    Change vs previous 13F -9,005 shares

    0.3% of the 13F portfolio, value $10,572,574.

    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 124,882 shares
    Change vs previous 13F +3,688 shares

    0.31% of the 13F portfolio, value $9,775,764.

    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 121,194 shares
    Change vs previous 13F +1,678 shares

    0.27% of the 13F portfolio, value $8,969,580.

    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 119,516 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,745,836.

    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).