Financial Engines Advisors L.L.C. Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 5,484,059 shares of SCHA stock, worth $141 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,484,059

Previous 5,098,334 7.57%

Holding current value

$141 Million

Previous $119 Million 16.15%

% of portfolio

0.28%

Previous 0.26%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$20.42 - $25.3 $7.88 Million - $9.76 Million	385,725 Added 7.57%	5,484,059 $139 Million
Q1 2025 May 12, 2025	SELL	$23.16 - $27.04 $38,376 - $44,805	-1,657 Reduced 0.03%	5,098,334 $119 Million
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

1,269

Shares Held

258M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

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.

Account

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