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Asset Allocation Strategies LLC: SCHX position timeline

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

Asset Allocation Strategies LLC held 889,541 SCHX 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 889,541 shares
    Change vs previous 13F +11,551 shares

    4.03% of the 13F portfolio, value $26,179,199.

    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 877,990 shares
    Change vs previous 13F +29,093 shares

    4% of the 13F portfolio, value $22,511,662.

    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 848,897 shares
    Change vs previous 13F +37,945 shares

    4.23% of the 13F portfolio, value $22,843,813.

    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 810,952 shares
    Change vs previous 13F +61,503 shares

    4.23% of the 13F portfolio, value $21,360,484.

    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 749,449 shares
    Change vs previous 13F +80,025 shares

    4.05% of the 13F portfolio, value $18,316,524.

    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 669,424 shares
    Change vs previous 13F +54,766 shares

    3.68% of the 13F portfolio, value $14,780,876.

    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 614,658 shares
    Change vs previous 13F +511,761 shares

    3.54% of the 13F portfolio, value $14,708,772.

    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 102,897 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $6,981,593.

    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).