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Asset Allocation Strategies LLC: SCHZ position timeline

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

Asset Allocation Strategies LLC held 933,117 SCHZ 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 933,117 shares
    Change vs previous 13F +11,090 shares

    3.33% of the 13F portfolio, value $21,582,993.

    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 922,027 shares
    Change vs previous 13F +39,090 shares

    3.8% of the 13F portfolio, value $21,409,476.

    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 882,937 shares
    Change vs previous 13F +43,134 shares

    3.82% of the 13F portfolio, value $20,634,226.

    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 839,803 shares
    Change vs previous 13F +80,206 shares

    3.9% of the 13F portfolio, value $19,710,171.

    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 759,597 shares
    Change vs previous 13F +82,181 shares

    3.9% of the 13F portfolio, value $17,653,028.

    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 677,416 shares
    Change vs previous 13F +53,223 shares

    3.9% of the 13F portfolio, value $15,688,961.

    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 624,193 shares
    Change vs previous 13F +495,647 shares

    3.41% of the 13F portfolio, value $14,156,707.

    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 128,546 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $6,108,488.

    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).