Financial Engines Advisors L.L.C. Schwab Fundamental U S Large C Transaction History

Financial Engines Advisors L.L.C.

$49.9 Billion
Q2 2025

A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 17,741 shares of FNDX stock, worth $462,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,741

Previous 12,609 40.7%

Holding current value

$462,153

Previous $297,000 46.46%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$20.84 - $24.54 $106,950 - $125,939	5,132 Added 40.7%	17,741 $435,000
Q1 2025 May 12, 2025	SELL	$23.03 - $25.01 $168,326 - $182,798	-7,309 Reduced 36.7%	12,609 $297,000
Q4 2024 Feb 11, 2025	BUY	$23.49 - $71.77 $364,470 - $1.11 Million	15,516 Added 352.48%	19,918 $471,000
Q3 2024 Nov 12, 2024	BUY	$65.36 - $71.76 $78,954 - $86,686	1,208 Added 37.82%	4,402 $315,000
Q2 2024 Aug 14, 2024	BUY	$63.87 - $67.55 $204,000 - $215,754	3,194 New	3,194 $213,000

Others Institutions Holding FNDX

# of Institutions

740

Shares Held

622M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Financial Engines Advisors L.L.C. Schwab Fundamental U S Large C Transaction History