Charles Schwab
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Charles Schwab’s Baytex Energy BTE Stock Holding History

Charles Schwab’s Portfolio BTE Stock Details BTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8M Buy
3,539,927
+133,165
+4% +$491K ﹤0.01% 1873
2025
Q4 		$11M Buy
3,406,762
+85,539
+3% +$238K ﹤0.01% 2086
2025
Q3 		$7.78M Buy
3,321,223
+544,353
+20% +$1.17M ﹤0.01% 2227
2025
Q2 		$4.97M Buy
2,776,870
+194,290
+8% +$340K ﹤0.01% 2339
2025
Q1 		$5.72M Buy
2,582,580
+274,269
+12% +$653K ﹤0.01% 2214
2024
Q4 		$5.94M Buy
2,308,311
+118,206
+5% +$336K ﹤0.01% 2260
2024
Q3 		$6.55M Buy
2,190,105
+16,619
+0.8% +$56.5K ﹤0.01% 2233
2024
Q2 		$7.53M Buy
+2,173,486
New +$7.78M ﹤0.01% 2173

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return