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Disclosery

FLC Capital Advisors: SCHW position timeline

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

FLC Capital Advisors held 16,528 SCHW 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 16,528 shares
    Change vs previous 13F +707 shares

    0.25% of the 13F portfolio, value $1,525,039.

    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 15,821 shares
    Change vs previous 13F +416 shares

    0.27% of the 13F portfolio, value $1,486,858.

    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 15,405 shares
    Change vs previous 13F +2,289 shares

    0.28% of the 13F portfolio, value $1,539,114.

    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 13,116 shares
    Change vs previous 13F -457 shares

    0.24% of the 13F portfolio, value $1,252,185.

    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 13,573 shares
    Change vs previous 13F +756 shares

    0.26% of the 13F portfolio, value $1,238,401.

    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 12,817 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,003,315.

    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 12,817 shares
    Change vs previous 13F -559 shares

    0.22% of the 13F portfolio, value $948,586.

    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 13,376 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $866,899.

    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).