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Disclosery

Advisory Alpha, LLC: SCHB position timeline

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

Advisory Alpha, LLC held 37,133 SCHB 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 37,133 shares
    Change vs previous 13F -84,045 shares

    0.03% of the 13F portfolio, value $1,075,399.

    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 121,178 shares
    Change vs previous 13F +27,351 shares

    0.08% of the 13F portfolio, value $3,041,584.

    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 93,827 shares
    Change vs previous 13F +5,580 shares

    0.07% of the 13F portfolio, value $2,461,102.

    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 88,247 shares
    Change vs previous 13F -3,196 shares

    0.06% of the 13F portfolio, value $2,279,443.

    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 91,443 shares
    Change vs previous 13F -4,791 shares

    0.07% of the 13F portfolio, value $2,179,101.

    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 96,234 shares
    Change vs previous 13F +11,112 shares

    0.07% of the 13F portfolio, value $2,071,929.

    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 85,122 shares
    Change vs previous 13F +55,380 shares

    0.07% of the 13F portfolio, value $1,932,285.

    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 29,742 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,978,509.

    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).