Financial Engines Advisors L.L.C. Schwab Intermediate Term Us Tr 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 Intermediate Term Us Tr stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 74,268 shares of SCHR stock, worth $1.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

74,268

Previous 103,228 28.05%

Holding current value

$1.87 Million

Previous $2.57 Million 27.59%

% of portfolio

0.0%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$24.54 - $25.07 $710,678 - $726,027	-28,960 Reduced 28.05%	74,268 $1.86 Million
Q1 2025 May 12, 2025	SELL	$24.05 - $24.86 $5.39 Million - $5.57 Million	-224,198 Reduced 68.47%	103,228 $2.57 Million
Q4 2024 Feb 11, 2025	BUY	$24.19 - $50.58 $6.93 Million - $14.5 Million	286,377 Added 697.65%	327,426 $7.95 Million
Q3 2024 Nov 12, 2024	BUY	$48.4 - $50.91 $326,458 - $343,387	6,745 Added 19.66%	41,049 $2.08 Million
Q2 2024 Aug 14, 2024	SELL	$47.85 - $49.0 $1.46 Million - $1.5 Million	-30,603 Reduced 47.15%	34,304 $1.67 Million
Q1 2024 May 13, 2024	SELL	$48.64 - $49.88 $3.03 Million - $3.1 Million	-62,218 Reduced 48.94%	64,907 $3.18 Million
Q4 2023 Feb 13, 2024	BUY	$47.09 - $49.87 $4.82 Million - $5.1 Million	102,263 Added 411.32%	127,125 $6.32 Million
Q3 2023 Nov 09, 2023	SELL	$47.78 - $49.59 $1.77 Million - $1.83 Million	-37,000 Reduced 59.81%	24,862 $1.19 Million
Q2 2023 Aug 11, 2023	BUY	$49.25 - $50.96 $327,315 - $338,680	6,646 Added 12.04%	61,862 $3.05 Million
Q1 2023 May 12, 2023	BUY	$48.55 - $50.78 $1.7 Million - $1.78 Million	35,069 Added 174.07%	55,216 $2.78 Million
Q4 2022 Feb 14, 2023	SELL	$48.12 - $50.24 $24.8 Million - $25.9 Million	-515,581 Reduced 96.24%	20,147 $991,000
Q3 2022 Nov 10, 2022	SELL	$48.68 - $52.54 $2.26 Million - $2.44 Million	-46,478 Reduced 7.98%	535,728 $26.3 Million
Q2 2022 Aug 11, 2022	SELL	$50.08 - $52.78 $1.9 Million - $2 Million	-37,840 Reduced 6.1%	582,206 $30 Million
Q1 2022 May 12, 2022	SELL	$52.72 - $55.84 $2.36 Million - $2.5 Million	-44,759 Reduced 6.73%	620,046 $33 Million
Q4 2021 Feb 10, 2022	BUY	$55.82 - $56.81 $685,134 - $697,285	12,274 Added 1.88%	664,805 $37.3 Million
Q3 2021 Nov 12, 2021	SELL	$56.59 - $57.62 $2.48 Million - $2.52 Million	-43,801 Reduced 6.29%	652,531 $37 Million
Q2 2021 Aug 12, 2021	SELL	$56.38 - $57.16 $92,519 - $93,799	-1,641 Reduced 0.24%	696,332 $39.6 Million
Q1 2021 May 12, 2021	BUY	$56.41 - $58.25 $5.17 Million - $5.34 Million	91,733 Added 15.13%	697,973 $39.4 Million
Q4 2020 Feb 11, 2021	BUY	$57.98 - $58.64 $4.88 Million - $4.93 Million	84,085 Added 16.1%	606,240 $35.3 Million
Q3 2020 Nov 12, 2020	BUY	$58.56 - $58.96 $4.74 Million - $4.77 Million	80,925 Added 18.34%	522,155 $30.6 Million
Q2 2020 Aug 13, 2020	BUY	$58.18 - $58.86 $13.9 Million - $14.1 Million	239,663 Added 118.9%	441,230 $25.9 Million
Q1 2020 May 13, 2020	BUY	$55.04 - $58.78 $750,745 - $801,759	13,640 Added 7.26%	201,567 $11.8 Million
Q4 2019 Feb 13, 2020	BUY	$54.79 - $56.05 $1.03 Million - $1.06 Million	18,872 Added 11.16%	187,927 $10.3 Million
Q3 2019 Nov 08, 2019	BUY	$54.92 - $55.68 $5.65 Million - $5.73 Million	102,888 Added 155.5%	169,055 $9.39 Million
Q2 2019 Aug 09, 2019	BUY	N/A	9,891 Added 17.58%	66,167 $3.64 Million
Q1 2019 May 08, 2019	SELL	N/A	-325,153 Reduced 85.25%	56,276 $3.03 Million
Q4 2018 Feb 08, 2019	BUY	N/A	355,908 Added 1394.57%	381,429 $18.3 Million
Q3 2018 Nov 02, 2018	BUY	N/A	8,643 Added 51.21%	25,521 $1.32 Million
Q2 2018 Jul 27, 2018	BUY	N/A	6,026 Added 55.53%	16,878 $883,000
Q1 2018 May 02, 2018	BUY	N/A	2,336 Added 27.43%	10,852 $571,000
Q4 2017 Feb 02, 2018	SELL	N/A	-22,184 Reduced 72.26%	8,516 $454,000
Q3 2017 Nov 07, 2017	BUY	N/A	30,700	30,700 $1.66 Million

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

375M

Call Options Held

Put Options Held

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Financial Engines Advisors L.L.C. Schwab Intermediate Term Us Tr Transaction History