Financial Engines Advisors L.L.C. Schwab Us Aggregate Bond ETF Transaction History

Financial Engines Advisors L.L.C.

  • $46.5 Billion
  • Q1 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 4,942,735 shares of SCHZ stock, worth $114 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,942,735
Previous 5,070,153 2.51%
Holding current value
$114 Million
Previous $115 Million 0.54%
% of portfolio
0.25%
Previous 0.24%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$22.46 - $23.26 $2.86 Million - $2.96 Million
-127,418 Reduced 2.51%
4,942,735 $114 Million
Q4 2024

Feb 11, 2025
BUY
$22.63 - $47.53 $57.6 Million - $121 Million
2,545,098 Added 100.79%
5,070,153 $115 Million
Q3 2024

Nov 12, 2024
SELL
$45.2 - $47.87 $839,092 - $888,658
-18,564 Reduced 0.73%
2,525,055 $120 Million
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $2.53 Million - $2.6 Million
56,547 Added 2.27%
2,543,619 $116 Million
Q1 2024

May 13, 2024
SELL
$45.44 - $46.67 $987,502 - $1.01 Million
-21,732 Reduced 0.87%
2,487,072 $114 Million
Q4 2023

Feb 13, 2024
SELL
$43.09 - $46.83 $3.34 Million - $3.63 Million
-77,531 Reduced 3.0%
2,508,804 $117 Million
Q3 2023

Nov 09, 2023
BUY
$44.14 - $46.33 $5.57 Million - $5.84 Million
126,088 Added 5.13%
2,586,335 $114 Million
Q2 2023

Aug 11, 2023
BUY
$45.86 - $47.33 $3.58 Million - $3.69 Million
78,012 Added 3.27%
2,460,247 $114 Million
Q1 2023

May 12, 2023
BUY
$45.33 - $47.44 $1.7 Million - $1.77 Million
37,412 Added 1.6%
2,382,235 $112 Million
Q4 2022

Feb 14, 2023
SELL
$44.04 - $47.03 $857,018 - $915,203
-19,460 Reduced 0.82%
2,344,823 $107 Million
Q3 2022

Nov 10, 2022
BUY
$44.98 - $49.09 $2.18 Million - $2.38 Million
48,535 Added 2.1%
2,364,283 $107 Million
Q2 2022

Aug 11, 2022
BUY
$46.62 - $50.36 $13.3 Million - $14.3 Million
284,360 Added 14.0%
2,315,748 $111 Million
Q1 2022

May 12, 2022
SELL
$50.05 - $53.52 $906,305 - $969,140
-18,108 Reduced 0.88%
2,031,388 $103 Million
Q4 2021

Feb 10, 2022
SELL
$53.63 - $54.52 $454,836 - $462,384
-8,481 Reduced 0.41%
2,049,496 $110 Million
Q3 2021

Nov 12, 2021
SELL
$54.26 - $55.17 $6 Million - $6.1 Million
-110,636 Reduced 5.1%
2,057,977 $112 Million
Q2 2021

Aug 12, 2021
SELL
$53.9 - $54.6 $18.9 Million - $19.2 Million
-351,556 Reduced 13.95%
2,168,613 $118 Million
Q1 2021

May 12, 2021
BUY
$53.75 - $55.97 $9.86 Million - $10.3 Million
183,388 Added 7.85%
2,520,169 $136 Million
Q4 2020

Feb 11, 2021
BUY
$55.56 - $56.23 $6.67 Million - $6.75 Million
119,961 Added 5.41%
2,336,781 $131 Million
Q3 2020

Nov 12, 2020
SELL
$56.07 - $56.92 $1.77 Million - $1.8 Million
-31,634 Reduced 1.41%
2,216,820 $124 Million
Q2 2020

Aug 13, 2020
SELL
$54.35 - $56.24 $10.5 Million - $10.8 Million
-192,374 Reduced 7.88%
2,248,454 $126 Million
Q1 2020

May 13, 2020
SELL
$50.33 - $56.09 $16.1 Million - $17.9 Million
-319,344 Reduced 11.57%
2,440,828 $132 Million
Q4 2019

Feb 13, 2020
BUY
$53.21 - $54.14 $12 Million - $12.2 Million
225,072 Added 8.88%
2,760,172 $147 Million
Q3 2019

Nov 08, 2019
BUY
$53.15 - $53.86 $54.8 Million - $55.5 Million
1,030,918 Added 68.54%
2,535,100 $137 Million
Q2 2019

Aug 09, 2019
BUY
N/A
76,438 Added 5.35%
1,504,182 $79.7 Million
Q1 2019

May 08, 2019
SELL
N/A
-1,725,529 Reduced 54.72%
1,427,744 $74.1 Million
Q4 2018

Feb 08, 2019
BUY
N/A
982,557 Added 45.26%
3,153,273 $166 Million
Q3 2018

Nov 02, 2018
BUY
N/A
687,861 Added 46.39%
2,170,716 $109 Million
Q2 2018

Jul 27, 2018
SELL
N/A
-23,379 Reduced 1.55%
1,482,855 $75.1 Million
Q1 2018

May 02, 2018
BUY
N/A
222,245 Added 17.31%
1,506,234 $76.8 Million
Q4 2017

Feb 02, 2018
BUY
N/A
224,518 Added 21.19%
1,283,989 $66.8 Million
Q3 2017

Nov 07, 2017
BUY
N/A
1,059,471
1,059,471 $55.5 Million

Others Institutions Holding SCHZ

# of Institutions
706
Shares Held
171M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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