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Asset Allocation Strategies LLC: SCHH position timeline

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

Asset Allocation Strategies LLC held 252,804 SCHH 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 252,804 shares
    Change vs previous 13F +4,488 shares

    0.92% of the 13F portfolio, value $5,986,399.

    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 248,316 shares
    Change vs previous 13F +5,967 shares

    0.95% of the 13F portfolio, value $5,336,313.

    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 242,349 shares
    Change vs previous 13F +12,282 shares

    0.94% of the 13F portfolio, value $5,062,672.

    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 230,067 shares
    Change vs previous 13F +5,075 shares

    0.98% of the 13F portfolio, value $4,962,550.

    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 224,992 shares
    Change vs previous 13F +25,073 shares

    1.05% of the 13F portfolio, value $4,760,829.

    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 199,919 shares
    Change vs previous 13F +17,462 shares

    1.07% of the 13F portfolio, value $4,300,250.

    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 182,457 shares
    Change vs previous 13F +97,306 shares

    0.94% of the 13F portfolio, value $3,910,048.

    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 85,151 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,972,943.

    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).