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Asset Allocation Strategies LLC: SCHF position timeline

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

Asset Allocation Strategies LLC held 699,506 SCHF 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 699,506 shares
    Change vs previous 13F +9,366 shares

    2.99% of the 13F portfolio, value $19,376,318.

    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 690,140 shares
    Change vs previous 13F +8,342 shares

    3.03% of the 13F portfolio, value $17,080,961.

    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 681,798 shares
    Change vs previous 13F +39,280 shares

    3.03% of the 13F portfolio, value $16,390,415.

    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 642,518 shares
    Change vs previous 13F +44,885 shares

    2.96% of the 13F portfolio, value $14,957,808.

    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 597,633 shares
    Change vs previous 13F +41,116 shares

    2.92% of the 13F portfolio, value $13,207,680.

    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 556,517 shares
    Change vs previous 13F +44,182 shares

    2.74% of the 13F portfolio, value $11,007,911.

    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 512,335 shares
    Change vs previous 13F +389,843 shares

    2.43% of the 13F portfolio, value $10,087,868.

    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 122,492 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $5,036,870.

    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).