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Asset Allocation Strategies LLC: SCHG position timeline

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

Asset Allocation Strategies LLC held 432,563 SCHG 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 432,563 shares
    Change vs previous 13F +7,353 shares

    2.26% of the 13F portfolio, value $14,637,920.

    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 425,210 shares
    Change vs previous 13F +16,465 shares

    2.2% of the 13F portfolio, value $12,386,357.

    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 408,745 shares
    Change vs previous 13F +17,142 shares

    2.47% of the 13F portfolio, value $13,333,255.

    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 391,603 shares
    Change vs previous 13F +22,869 shares

    2.47% of the 13F portfolio, value $12,496,039.

    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 368,734 shares
    Change vs previous 13F +39,257 shares

    2.38% of the 13F portfolio, value $10,770,731.

    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 329,477 shares
    Change vs previous 13F +27,326 shares

    2.05% of the 13F portfolio, value $8,250,115.

    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 302,151 shares
    Change vs previous 13F +263,773 shares

    2.08% of the 13F portfolio, value $8,623,379.

    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 38,378 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,998,264.

    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).