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Disclosery

FLC Capital Advisors: SCHZ position timeline

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

FLC Capital Advisors held 10,972 SCHZ 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 10,972 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $253,782.

    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 10,972 shares
    Change vs previous 13F -1,393 shares

    0.05% of the 13F portfolio, value $254,770.

    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 12,365 shares
    Change vs previous 13F -140 shares

    0.05% of the 13F portfolio, value $288,970.

    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 12,505 shares
    Change vs previous 13F -8,772 shares

    0.06% of the 13F portfolio, value $293,492.

    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 21,277 shares
    Change vs previous 13F -1,113,257 shares

    0.1% of the 13F portfolio, value $494,477.

    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 1,134,534 shares
    Change vs previous 13F +56,088 shares

    5.89% of the 13F portfolio, value $26,275,807.

    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 1,078,446 shares
    Change vs previous 13F +559,478 shares

    5.63% of the 13F portfolio, value $24,480,724.

    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 518,968 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $24,661,359.

    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).