FLC Capital Advisors

Position in SCHW — Schwab Charles Corp

CIK 1713697 PALM DESERT, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,525,038

+$38,181 QoQ

Shares Held

16,528

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,029

of 2,304 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLC Capital Advisors holds $2,509,536 across 3 Capital Markets names. SCHW ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	16,528	$1,525,038
2	GS	Goldman Sachs Group Inc	577	$583,560
3	MS	Morgan Stanley	1,918	$400,938

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,525,038	16,528	+4.5%	Shares	Sole	2026-07-20
2026-03-31	$1,486,857	15,821	+2.7%	Shares	Sole	2026-05-04
2025-12-31	$1,539,113	15,405	+17.5%	Shares	Sole	2026-02-11
2025-09-30	$1,252,184	13,116	-3.4%	Shares	Sole	2025-10-17
2025-06-30	$1,238,400	13,573	+5.9%	Shares	Sole	2025-07-29
2025-03-31	$1,003,314	12,817	0.0%	Shares	Sole	2025-05-05
2024-12-31	$948,586	12,817	-4.2%	Shares	Sole	2025-01-16
2024-09-30	$866,898	13,376	+118.2%	Shares	Sole	2024-10-16
2024-06-30	$451,793	6,131	0.0%	Shares	Sole	2024-07-15
2024-03-31	$443,516	6,131	-27.0%	Shares	Sole	2024-05-06
2023-12-31	$577,644	8,396	0.0%	Shares	Sole	2024-01-18
2023-09-30	$460,940	8,396	-4.4%	Shares	Sole	2024-01-18
2023-06-30	$497,877	8,784	+8.2%	Shares	Sole	2023-08-11
2023-03-31	$425,377	8,121	+22.7%	Shares	Sole	2023-04-27
2022-12-31	$551,264	6,621	+5.7%	Shares	Sole	2023-01-30
2022-09-30	$450,121	6,263	+10.5%	Shares	Sole	2022-10-14
2022-06-30	$357,977	5,666	+109.3%	Shares	Sole	2022-07-27
2022-03-31	$228,227	2,707	-6.9%	Shares	Sole	2022-04-25
2021-12-31	$244,478	2,907	-47.7%	Shares	Sole	2022-01-26
2021-09-30	$404,771	5,557	0.0%	Shares	Sole	2021-10-13
2021-06-30	$404,605	5,557	+3.7%	Shares	Sole	2021-08-12
2021-03-31	$349,169	5,357	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.