Financial Engines Advisors L.L.C. Schwab Strategic Tr Us Small C Transaction History

Financial Engines Advisors L.L.C.

  • $47.4 Billion
  • Q4 2024

A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 5,099,991 shares of SCHA stock, worth $116 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,099,991
Previous 2,626,011 94.21%
Holding current value
$116 Million
Previous $135 Million 2.48%
% of portfolio
0.28%
Previous 0.28%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$25.33 - $51.16 $62.7 Million - $127 Million
2,473,980 Added 94.21%
5,099,991 $132 Million
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $1.8 Million - $1.99 Million
38,298 Added 1.48%
2,626,011 $135 Million
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $1.01 Million - $1.1 Million
-22,359 Reduced 0.86%
2,587,713 $123 Million
Q1 2024

May 13, 2024
SELL
$44.84 - $49.24 $1.94 Million - $2.14 Million
-43,374 Reduced 1.63%
2,610,072 $129 Million
Q4 2023

Feb 13, 2024
SELL
$38.13 - $48.02 $867,190 - $1.09 Million
-22,743 Reduced 0.85%
2,653,446 $125 Million
Q3 2023

Nov 09, 2023
SELL
$40.85 - $46.1 $1.8 Million - $2.04 Million
-44,170 Reduced 1.62%
2,676,189 $111 Million
Q2 2023

Aug 11, 2023
SELL
$39.91 - $43.82 $647,220 - $710,628
-16,217 Reduced 0.59%
2,720,359 $119 Million
Q1 2023

May 12, 2023
SELL
$39.82 - $46.36 $1.18 Million - $1.37 Million
-29,606 Reduced 1.07%
2,736,576 $115 Million
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $6.73 Million - $7.66 Million
175,930 Added 6.79%
2,766,182 $112 Million
Q3 2022

Nov 10, 2022
SELL
$37.65 - $45.9 $11.1 Million - $13.5 Million
-294,718 Reduced 10.22%
2,590,252 $97.9 Million
Q2 2022

Aug 11, 2022
SELL
$37.88 - $48.01 $13.9 Million - $17.6 Million
-367,045 Reduced 11.29%
2,884,970 $112 Million
Q1 2022

May 12, 2022
BUY
$44.42 - $51.73 $71.8 Million - $83.7 Million
1,617,083 Added 98.91%
3,252,015 $154 Million
Q4 2021

Feb 10, 2022
BUY
$48.64 - $55.07 $7.64 Million - $8.65 Million
157,061 Added 10.63%
1,634,932 $167 Million
Q3 2021

Nov 12, 2021
SELL
$48.3 - $52.49 $4.59 Million - $4.99 Million
-95,116 Reduced 6.05%
1,477,871 $148 Million
Q2 2021

Aug 12, 2021
BUY
$48.39 - $52.91 $6.01 Million - $6.57 Million
124,174 Added 8.57%
1,572,987 $164 Million
Q1 2021

May 12, 2021
SELL
$43.89 - $52.63 $8.78 Million - $10.5 Million
-200,011 Reduced 12.13%
1,448,813 $144 Million
Q4 2020

Feb 11, 2021
SELL
$34.66 - $45.17 $4.14 Million - $5.4 Million
-119,498 Reduced 6.76%
1,648,824 $147 Million
Q3 2020

Nov 12, 2020
SELL
$32.09 - $36.38 $1.71 Million - $1.94 Million
-53,189 Reduced 2.92%
1,768,322 $121 Million
Q2 2020

Aug 13, 2020
BUY
$23.59 - $35.22 $34.9 Million - $52.1 Million
1,478,513 Added 431.06%
1,821,511 $119 Million
Q1 2020

May 13, 2020
SELL
$22.29 - $38.7 $3.19 Million - $5.54 Million
-143,039 Reduced 29.43%
342,998 $17.7 Million
Q4 2019

Feb 13, 2020
SELL
$33.63 - $38.03 $591,686 - $669,099
-17,594 Reduced 3.49%
486,037 $36.8 Million
Q3 2019

Nov 08, 2019
BUY
$34.78 - $36.12 $127,573 - $132,488
3,668 Added 0.73%
503,631 $35.1 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-34,543 Reduced 6.46%
499,963 $35.7 Million
Q1 2019

May 08, 2019
SELL
N/A
-264,800 Reduced 33.13%
534,506 $37.4 Million
Q4 2018

Feb 08, 2019
BUY
N/A
597,144 Added 295.38%
799,306 $45.2 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-119,721 Reduced 37.19%
202,162 $15.4 Million
Q2 2018

Jul 27, 2018
BUY
N/A
17,462 Added 5.74%
321,883 $23.7 Million
Q1 2018

May 02, 2018
BUY
N/A
1,715 Added 0.57%
304,421 $21 Million
Q4 2017

Feb 02, 2018
BUY
N/A
10,169 Added 3.48%
302,706 $21.1 Million
Q3 2017

Nov 07, 2017
BUY
N/A
292,537
292,537 $19.7 Million

Others Institutions Holding SCHA

# of Institutions
1,265
Shares Held
273M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Financial Engines Advisors L.L.C. Portfolio

Follow Financial Engines Advisors L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Engines Advisors L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Financial Engines Advisors L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email