Financial Engines Advisors L.L.C. Schwab Strategic Tr 1000 Index Transaction History
Financial Engines Advisors L.L.C.
- $52.2 Billion
- Q3 2025
A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 44,629,004 shares of SCHK stock, worth $1.44 Billion. This represents 2.75% of its overall portfolio holdings.
Number of Shares
44,629,004
Previous 46,607,159
4.24%
Holding current value
$1.44 Billion
Previous $1.39 Billion
3.14%
% of portfolio
2.75%
Previous 2.78%
Shares
28 transactions
Others Institutions Holding SCHK
# of Institutions
240Shares Held
71.4MCall Options Held
0Put Options Held
0-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio
-
Waddell & Associates, LLC2.05MShares$66.2 Million5.67% of portfolio