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Disclosery

Cornerstone Advisors, LLC: SCHW position timeline

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

Cornerstone Advisors, LLC held 0 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -119,400 shares

    13F-HR 0001398344-26-008799 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 119,400 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $11,929,254.

    13F-HR 0001398344-26-003109 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 119,400 shares
    Change vs previous 13F -13,400 shares

    0.38% of the 13F portfolio, value $11,399,118.

    13F-HR 0001398344-25-020535 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 132,800 shares
    Change vs previous 13F +25,000 shares

    0.42% of the 13F portfolio, value $12,116,672.

    13F-HR 0001398344-25-014846 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 107,800 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $8,438,584.

    13F-HR 0001398344-25-009115 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 107,800 shares
    Change vs previous 13F +1,600 shares

    0.32% of the 13F portfolio, value $7,978,278.

    13F-HR 0001398344-25-002231 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 106,200 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,882,822.

    13F-HR 0001398344-24-020355 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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