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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC: SCHX position timeline

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

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held 3,695,022 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,695,022 shares
    Change vs previous 13F +700,586 shares

    14.22% of the 13F portfolio, value $108,744,487.

    13F-HR 0002044324-26-000005 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, 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 2,994,436 shares
    Change vs previous 13F +78,553 shares

    11.85% of the 13F portfolio, value $76,777,357.

    13F-HR 0002044324-26-000004 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, 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 2,915,883 shares
    Change vs previous 13F +3,093 shares

    12.74% of the 13F portfolio, value $78,478,348.

    13F-HR 0002044324-26-000001 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, 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 2,912,790 shares
    Change vs previous 13F +57,654 shares

    13.41% of the 13F portfolio, value $76,722,889.

    13F-HR 0002044324-25-000012 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, 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 2,855,136 shares
    Change vs previous 13F +225,617 shares

    13.44% of the 13F portfolio, value $69,779,529.

    13F-HR 0002044324-25-000007 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, 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 2,629,519 shares
    Change vs previous 13F +203,236 shares

    11.89% of the 13F portfolio, value $58,059,784.

    13F-HR 0002044324-25-000002 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, 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 2,426,283 shares
    Change vs previous 13F +1,631,403 shares

    12.15% of the 13F portfolio, value $56,241,238.

    13F-HR 0002044324-25-000001 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, 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 794,880 shares
    Change vs previous 13F not available

    11.92% of the 13F portfolio, value $53,932,622.

    13F-HR 0001799964-24-000006 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).