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Disclosery

Advisory Alpha, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on SCHA, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 3,796,240 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,796,240 shares
    Change vs previous 13F -85,576 shares

    3.36% of the 13F portfolio, value $137,159,847.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
    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 3,881,816 shares
    Change vs previous 13F -94,488 shares

    3.09% of the 13F portfolio, value $112,884,648.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
    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 3,976,304 shares
    Change vs previous 13F -47,448 shares

    3.08% of the 13F portfolio, value $113,246,450.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
    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 4,023,752 shares
    Change vs previous 13F +346,784 shares

    3.15% of the 13F portfolio, value $112,970,764.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    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 3,676,968 shares
    Change vs previous 13F -122,983 shares

    2.9% of the 13F portfolio, value $93,027,339.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    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/A 3,799,951 shares
    Change vs previous 13F -433,014 shares

    3.03% of the 13F portfolio, value $88,993,033.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    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 4,232,965 shares
    Change vs previous 13F +2,073,546 shares

    3.9% of the 13F portfolio, value $109,466,084.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    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 2,159,419 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $111,213,928.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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