Financial Engines Advisors L.L.C. Schwab Us Aggregate Bond ETF 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 Us Aggregate Bond ETF stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 4,903,010 shares of SCHZ stock, worth $115 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,903,010
Previous 4,942,735
0.8%
Holding current value
$115 Million
Previous $114 Million
0.46%
% of portfolio
0.23%
Previous 0.25%
Shares
32 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$132 Million9.94% of portfolio