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Advisory Alpha, LLC: SCHR position timeline

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

Advisory Alpha, LLC held 1,527,811 SCHR 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 1,527,811 shares
    Change vs previous 13F -3,544 shares

    0.92% of the 13F portfolio, value $37,676,117.

    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 1,531,355 shares
    Change vs previous 13F -58,827 shares

    1.04% of the 13F portfolio, value $38,146,396.

    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 1,590,182 shares
    Change vs previous 13F +98,241 shares

    1.09% of the 13F portfolio, value $39,882,077.

    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 1,491,941 shares
    Change vs previous 13F +111,695 shares

    1.05% of the 13F portfolio, value $37,507,701.

    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 1,380,246 shares
    Change vs previous 13F +145,142 shares

    1.08% of the 13F portfolio, value $34,547,604.

    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 1,235,104 shares
    Change vs previous 13F +707,320 shares

    1.04% of the 13F portfolio, value $30,704,696.

    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 527,784 shares
    Change vs previous 13F +282,480 shares

    0.46% of the 13F portfolio, value $12,819,888.

    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 245,304 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $12,412,459.

    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).