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OPPENHEIMER ASSET MANAGEMENT INC.: SCHX position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 95,476 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,476 shares
    Change vs previous 13F -1,319 shares

    0.01% of the 13F portfolio, value $2,809,859.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 82,011 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 13,465 shares

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

  2. period ended2026-03-31
    13F 96,795 shares
    Change vs previous 13F -4,068 shares

    0.01% of the 13F portfolio, value $2,481,824.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 83,323 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 13,472 shares

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

  3. period ended2025-12-31
    13F 100,863 shares
    Change vs previous 13F -4,559 shares

    0.02% of the 13F portfolio, value $2,714,223.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 86,855 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,008 shares

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

  4. period ended2025-09-30
    13F 105,422 shares
    Change vs previous 13F +279 shares

    0.02% of the 13F portfolio, value $2,776,816.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 92,661 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,761 shares

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

  5. period ended2025-06-30
    13F 105,143 shares
    Change vs previous 13F -440 shares

    0.02% of the 13F portfolio, value $2,569,695.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 92,357 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,786 shares

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

  6. period ended2025-03-31
    13F 105,583 shares
    Change vs previous 13F -7,918 shares

    0.02% of the 13F portfolio, value $2,331,273.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 92,827 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,756 shares

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

  7. period ended2024-12-31
    13F 113,501 shares
    Change vs previous 13F +75,942 shares

    0.02% of the 13F portfolio, value $2,630,953.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 100,745 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,756 shares

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

  8. period ended2024-09-30
    13F 37,559 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,548,378.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 33,311 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,248 shares

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