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Disclosery

Asset Allocation Strategies LLC: SCHO position timeline

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

Asset Allocation Strategies LLC held 117,630 SCHO 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 117,630 shares
    Change vs previous 13F -169 shares

    0.44% of the 13F portfolio, value $2,839,587.

    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 117,799 shares
    Change vs previous 13F +6,507 shares

    0.51% of the 13F portfolio, value $2,858,974.

    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 111,292 shares
    Change vs previous 13F -746 shares

    0.5% of the 13F portfolio, value $2,712,182.

    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 112,038 shares
    Change vs previous 13F +9,996 shares

    0.54% of the 13F portfolio, value $2,733,728.

    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 102,042 shares
    Change vs previous 13F +5,087 shares

    0.55% of the 13F portfolio, value $2,487,794.

    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 96,955 shares
    Change vs previous 13F +3,818 shares

    0.59% of the 13F portfolio, value $2,359,894.

    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 93,137 shares
    Change vs previous 13F +69,194 shares

    0.54% of the 13F portfolio, value $2,244,605.

    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 23,943 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,172,720.

    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).