Financial Engines Advisors L.L.C. Schwab Strategic Tr Us Dividen 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 Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 43,183 shares of SCHD stock, worth $1.13 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

43,183

Previous 38,659 11.7%

Holding current value

$1.13 Million

Previous $1.06 Million 14.3%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $122,193 - $129,114	4,524 Added 11.7%	43,183 $1.21 Million
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $798,285 - $2.52 Million	29,643 Added 328.78%	38,659 $1.06 Million
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $22,104 - $24,412	-287 Reduced 3.09%	9,016 $762,000
Q2 2024 Aug 14, 2024	SELL	$75.81 - $80.15 $226,141 - $239,087	-2,983 Reduced 24.28%	9,303 $723,000
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $18,135 - $19,431	-241 Reduced 1.92%	12,286 $990,000
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $44,154 - $50,371	660 Added 5.56%	12,527 $953,000
Q3 2023 Nov 09, 2023	BUY	$70.63 - $75.66 $85,956 - $92,078	1,217 Added 11.43%	11,867 $839,000
Q2 2023 Aug 11, 2023	SELL	$69.18 - $73.94 $23,867 - $25,509	-345 Reduced 3.14%	10,650 $773,000
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $158,832 - $176,347	2,260 Added 25.87%	10,995 $804,000
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $11,350 - $13,361	169 Added 1.97%	8,735 $659,000
Q3 2022 Nov 10, 2022	BUY	$66.43 - $77.87 $193,112 - $226,368	2,907 Added 51.37%	8,566 $569,000
Q2 2022 Aug 11, 2022	BUY	$70.31 - $80.24 $207,484 - $236,788	2,951 Added 108.97%	5,659 $405,000
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $203,479 - $221,893	2,708 New	2,708 $214,000
Q4 2018 Feb 08, 2019	SELL	N/A	-113 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	113 New	113 $6,000

Others Institutions Holding SCHD

# of Institutions

1,997

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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