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Disclosery

FLC Capital Advisors: SCHD position timeline

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

FLC Capital Advisors held 175,514 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,514 shares
    Change vs previous 13F +5,215 shares

    0.91% of the 13F portfolio, value $5,565,549.

    13F-HR 0001713697-26-000004 filed by FLC Capital Advisors
    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 170,299 shares
    Change vs previous 13F +737 shares

    0.95% of the 13F portfolio, value $5,224,773.

    13F-HR 0001713697-26-000003 filed by FLC Capital Advisors
    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 169,562 shares
    Change vs previous 13F -3,462 shares

    0.86% of the 13F portfolio, value $4,651,086.

    13F-HR 0001713697-26-000002 filed by FLC Capital Advisors
    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 173,024 shares
    Change vs previous 13F -1,319 shares

    0.91% of the 13F portfolio, value $4,723,563.

    13F-HR 0001713697-25-000005 filed by FLC Capital Advisors
    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 174,343 shares
    Change vs previous 13F -5,126 shares

    0.96% of the 13F portfolio, value $4,620,089.

    13F-HR 0001085146-25-004263 filed by FLC Capital Advisors
    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 179,469 shares
    Change vs previous 13F -7,555 shares

    1.13% of the 13F portfolio, value $5,017,945.

    13F-HR 0001085146-25-002579 filed by FLC Capital Advisors
    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 187,024 shares
    Change vs previous 13F +123,526 shares

    1.18% of the 13F portfolio, value $5,109,482.

    13F-HR 0001085146-25-000282 filed by FLC Capital Advisors
    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 63,498 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,367,510.

    13F-HR 0001085146-24-004950 filed by FLC Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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