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

Financial Engines Advisors L.L.C.

$46.5 Billion
Q1 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 12,609 shares of FNDX stock, worth $298,328. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,609

Previous 19,918 36.7%

Holding current value

$298,328

Previous $471,000 36.94%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

693

Shares Held

590M

Call Options Held

Put Options Held

117

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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