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Baker Avenue Asset Management, LP: SCHX position timeline

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

Baker Avenue Asset Management, LP held 2,679,586 SCHX 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 2,679,586 shares
    Change vs previous 13F -44,848 shares

    1.5% of the 13F portfolio, value $78,860,213.

    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 2,724,434 shares
    Change vs previous 13F +29,251 shares

    1.59% of the 13F portfolio, value $69,854,492.

    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 2,695,183 shares
    Change vs previous 13F +91,049 shares

    1.67% of the 13F portfolio, value $72,527,379.

    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 2,604,134 shares
    Change vs previous 13F +70,091 shares

    1.64% of the 13F portfolio, value $68,592,902.

    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 2,534,043 shares
    Change vs previous 13F +90,748 shares

    1.76% of the 13F portfolio, value $61,932,003.

    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 2,443,295 shares
    Change vs previous 13F +211,414 shares

    1.69% of the 13F portfolio, value $53,947,959.

    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 2,231,881 shares
    Change vs previous 13F +1,595,908 shares

    1.59% of the 13F portfolio, value $51,734,998.

    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 635,973 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $43,150,801.

    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).