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Livermore
Livermore
ZHEN

Cornerstone Advisors, LLC

SEC CIK
0001775446
Latest filing
Aug 7, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Cornerstone Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of SCHW by Cornerstone Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−119,400−100.0%Sold outHolders
Q4 2025119,400$11.9M0.4%00.0%UnchangedHolders
Q3 2025119,400$11.4M0.4%−13,400−10.1%ReducedHolders
Q2 2025132,800$12.1M0.4%+25,000+23.2%AddedHolders
Q1 2025107,800$8.44M0.4%00.0%UnchangedHolders
Q4 2024107,800$7.98M0.3%+1,600+1.5%AddedHolders
Q3 2024106,200$6.88M0.3%00.0%UnchangedHolders
Q2 2024106,200$7.83M0.3%−5,700−5.1%ReducedHolders
Q1 2024111,900$8.09M0.3%+3,500+3.2%AddedHolders
Q4 2023108,400$7.46M0.3%−17,900−14.2%ReducedHolders
Q3 2023126,300$6.93M0.3%−59,800−32.1%ReducedHolders
Q2 2023186,100$10.5M0.5%−18,900−9.2%ReducedHolders
Q1 2023205,000$10.7M0.5%00.0%UnchangedHolders
Q4 2022205,000$17.1M0.8%00.0%UnchangedHolders
Q3 2022205,000$14.7M0.7%+35,000+20.6%AddedHolders
Q2 2022170,000$10.7M0.6%+50,000+41.7%AddedHolders
Q1 2022120,000$10.1M0.6%00.0%UnchangedHolders
Q4 2021120,000$10.1M0.5%00.0%UnchangedHolders
Q3 2021120,000$8.74M0.5%00.0%UnchangedHolders
Q2 2021120,000$8.74M0.5%+28,000+30.4%AddedHolders
Q1 202192,000$6.00M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.