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

Financial Engines Advisors L.L.C.

$48.7 Billion
Q3 2024

A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 70,196 shares of SCHX stock, worth $1.64 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

70,196

Previous 58,523 19.95%

Holding current value

$1.64 Million

Previous $3.76 Million 26.65%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $713,337 - $792,013	11,673 Added 19.95%	70,196 $4.76 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $2,582 - $2,850	44 Added 0.08%	58,523 $3.76 Million
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $74,249 - $83,187	-1,340 Reduced 2.24%	58,479 $3.63 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $19,727 - $23,036	-407 Reduced 0.68%	59,819 $3.37 Million
Q3 2023 Nov 09, 2023	BUY	$50.36 - $54.21 $34,144 - $36,754	678 Added 1.14%	60,226 $3.05 Million
Q2 2023 Aug 11, 2023	SELL	$47.67 - $52.37 $59,492 - $65,357	-1,248 Reduced 2.05%	59,548 $3.12 Million
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $85,261 - $94,076	-1,904 Reduced 3.04%	60,796 $2.94 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $632,567 - $721,051	-14,972 Reduced 19.28%	62,700 $2.83 Million
Q3 2022 Nov 10, 2022	SELL	$42.35 - $51.01 $510,232 - $614,568	-12,048 Reduced 13.43%	77,672 $3.29 Million
Q2 2022 Aug 11, 2022	SELL	$43.35 - $54.51 $381,480 - $479,688	-8,800 Reduced 8.93%	89,720 $4.01 Million
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $3.85 Million - $4.45 Million	77,740 Added 374.11%	98,520 $5.31 Million
Q4 2021 Feb 10, 2022	BUY	$51.9 - $57.29 $28,700 - $31,681	553 Added 2.73%	20,780 $2.37 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $76,713 - $81,805	1,489 Added 7.95%	20,227 $2.1 Million
Q2 2021 Aug 12, 2021	BUY	$48.62 - $52.01 $90,919 - $97,258	1,870 Added 11.09%	18,738 $1.95 Million
Q1 2021 May 12, 2021	SELL	$44.9 - $48.34 $40,544 - $43,651	-903 Reduced 5.08%	16,868 $1.62 Million
Q4 2020 Feb 11, 2021	SELL	$39.35 - $45.48 $335,734 - $388,035	-8,532 Reduced 32.44%	17,771 $1.62 Million
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $178,885 - $206,587	4,801 Added 22.33%	26,303 $2.12 Million
Q2 2020 Aug 13, 2020	BUY	$29.25 - $38.76 $396,776 - $525,779	13,565 Added 170.91%	21,502 $1.59 Million
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $211,203 - $321,607	7,937 New	7,937 $486,000
Q4 2018 Feb 08, 2019	SELL	N/A	-313 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	313 New	313 $22,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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