Financial Engines Advisors L.L.C. Schwab Strategic Tr Us Broad M 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 Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 232,974 shares of SCHB stock, worth $5.99 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
232,974
Previous 261,035 10.75%
Holding current value
$5.99 Million
Previous $5.62 Million 1.23%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$19.1 - $23.83 $535,965 - $668,693
-28,061 Reduced 10.75%
232,974 $5.55 Million
Q1 2025

May 12, 2025
SELL
$21.23 - $23.75 $42,735 - $47,808
-2,013 Reduced 0.77%
261,035 $5.62 Million
Q4 2024

Feb 11, 2025
BUY
$22.01 - $66.82 $4.24 Million - $12.9 Million
192,822 Added 274.57%
263,048 $5.97 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $627,347 - $696,331
10,468 Added 17.52%
70,226 $4.67 Million
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $2.33 Million - $2.56 Million
40,451 Added 209.51%
59,758 $3.76 Million
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $3,167 - $3,540
-58 Reduced 0.3%
19,307 $1.18 Million
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $499,000 - $585,992
10,481 Added 117.98%
19,365 $1.08 Million
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $71,756 - $77,515
1,447 Added 19.46%
8,884 $442,000
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $350,133 - $384,492
7,437 New
7,437 $384,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $3,606 - $4,534
-84 Reduced 0.4%
20,938 $925,000
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $517,942 - $599,085
10,538 Added 100.52%
21,022 $1.12 Million
Q4 2021

Feb 10, 2022
BUY
$51.87 - $56.86 $155 - $170
3 Added 0.03%
10,484 $1.19 Million
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $537,884 - $574,673
10,481 New
10,481 $1.09 Million
Q2 2021

Aug 12, 2021
SELL
$48.92 - $52.14 $467,088 - $497,832
-9,548 Closed
0 $0
Q1 2021

May 12, 2021
BUY
$44.89 - $48.81 $428,609 - $466,037
9,548 New
9,548 $923,000
Q3 2020

Nov 12, 2020
SELL
$36.93 - $42.52 $137,231 - $158,004
-3,716 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$28.84 - $38.49 $107,169 - $143,028
3,716 New
3,716 $273,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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