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Disclosery

FLC Capital Advisors: SCHG position timeline

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

FLC Capital Advisors held 1,168,501 SCHG 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 1,168,501 shares
    Change vs previous 13F +22,356 shares

    6.49% of the 13F portfolio, value $39,542,082.

    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 1,146,145 shares
    Change vs previous 13F +50,399 shares

    6.06% of the 13F portfolio, value $33,387,205.

    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 1,095,746 shares
    Change vs previous 13F +22,893 shares

    6.6% of the 13F portfolio, value $35,743,246.

    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 1,072,853 shares
    Change vs previous 13F -28,011 shares

    6.63% of the 13F portfolio, value $34,234,738.

    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 1,100,864 shares
    Change vs previous 13F -99,284 shares

    6.65% of the 13F portfolio, value $32,156,235.

    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 1,200,148 shares
    Change vs previous 13F +16,421 shares

    6.74% of the 13F portfolio, value $30,051,697.

    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 1,183,727 shares
    Change vs previous 13F +890,099 shares

    7.59% of the 13F portfolio, value $32,990,472.

    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 293,628 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $30,590,120.

    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).