Skip to content
Disclosery

Cornerstone Advisors, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Advisors, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Cornerstone Advisors, Inc. held 6,478 SCHW shares at 2020-09-30 per its 13F-HR filed 2020-10-20.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 6,478 shares
    Change vs previous 13F +1,317 shares

    0.03% of the 13F portfolio, value $235,000.

    13F-HR 0001532520-20-000006 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 5,161 shares
    Change vs previous 13F +693 shares

    0.02% of the 13F portfolio, value $174,000.

    13F-HR 0001532520-20-000005 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 4,468 shares
    Change vs previous 13F -377 shares

    0.02% of the 13F portfolio, value $150,000.

    13F-HR 0001532520-20-000003 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 4,845 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $230,000.

    13F-HR 0001532520-20-000001 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 4,602 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $193,000.

    13F-HR 0001532520-19-000006 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 4,727 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $190,000.

    13F-HR 0001532520-19-000005 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 4,756 shares
    Change vs previous 13F +1,967 shares

    0.02% of the 13F portfolio, value $203,000.

    13F-HR 0001532520-19-000004 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 2,789 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $116,000.

    13F-HR 0001532520-19-000001 filed by Cornerstone Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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