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Asset Allocation Strategies LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Allocation Strategies LLC on SCHD, newest first. How the timeline and the estimate are built.

Asset Allocation Strategies LLC held 685,427 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 685,427 shares
    Change vs previous 13F +23,632 shares

    3.35% of the 13F portfolio, value $21,734,903.

    13F-HR 0001922879-26-000003 filed by Asset Allocation Strategies 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 661,795 shares
    Change vs previous 13F -9,957 shares

    3.61% of the 13F portfolio, value $20,303,878.

    13F-HR 0001922879-26-000002 filed by Asset Allocation Strategies 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 671,752 shares
    Change vs previous 13F +12,537 shares

    3.41% of the 13F portfolio, value $18,426,165.

    13F-HR 0001922879-26-000001 filed by Asset Allocation Strategies 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 659,215 shares
    Change vs previous 13F -82,100 shares

    3.56% of the 13F portfolio, value $17,996,557.

    13F-HR 0002035543-25-000004 filed by Asset Allocation Strategies 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 741,315 shares
    Change vs previous 13F +4,436 shares

    4.34% of the 13F portfolio, value $19,644,843.

    13F-HR 0001922879-25-000005 filed by Asset Allocation Strategies 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 736,879 shares
    Change vs previous 13F -131,172 shares

    5.13% of the 13F portfolio, value $20,603,125.

    13F-HR 0001922879-25-000002 filed by Asset Allocation Strategies 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 868,051 shares
    Change vs previous 13F +560,214 shares

    5.78% of the 13F portfolio, value $24,001,619.

    13F-HR 0001922879-25-000003 filed by Asset Allocation Strategies 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 307,837 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $26,021,482.

    13F-HR 0002035543-24-000002 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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