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Disclosery

Baird Financial Group, Inc.: SCHX position timeline

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

Baird Financial Group, Inc. held 66,466 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,466 shares
    Change vs previous 13F +8,492 shares

    <0.01% of the 13F portfolio, value $1,956,094.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, 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 57,974 shares
    Change vs previous 13F +8,436 shares

    <0.01% of the 13F portfolio, value $1,486,454.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, 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 49,538 shares
    Change vs previous 13F +12,206 shares

    <0.01% of the 13F portfolio, value $1,333,068.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, 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 37,332 shares
    Change vs previous 13F +2,256 shares

    <0.01% of the 13F portfolio, value $983,325.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, 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 35,076 shares
    Change vs previous 13F +7,045 shares

    <0.01% of the 13F portfolio, value $857,258.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, 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 28,031 shares
    Change vs previous 13F -8,224 shares

    <0.01% of the 13F portfolio, value $618,924.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, 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 36,255 shares
    Change vs previous 13F +29,671 shares

    <0.01% of the 13F portfolio, value $840,391.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, 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 6,584 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $446,724.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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