Financial Engines Advisors L.L.C. Schwab Strategic Tr Us Broad M 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 Us Broad M stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 234,062 shares of SCHB stock, worth $6.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
234,062
Previous 232,974 0.47%
Holding current value
$6.04 Million
Previous $5.55 Million 8.39%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
$23.82 - $25.84 $25,916 - $28,113
1,088 Added 0.47%
234,062 $6.02 Million
Q2 2025

Aug 13, 2025
SELL
$19.1 - $23.83 $535,965 - $668,693
-28,061 Reduced 10.75%
232,974 $5.55 Million
Q1 2025

May 12, 2025
SELL
$21.23 - $23.75 $42,735 - $47,808
-2,013 Reduced 0.77%
261,035 $5.62 Million
Q4 2024

Feb 11, 2025
BUY
$22.01 - $66.82 $4.24 Million - $12.9 Million
192,822 Added 274.57%
263,048 $5.97 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $627,347 - $696,331
10,468 Added 17.52%
70,226 $4.67 Million
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $2.33 Million - $2.56 Million
40,451 Added 209.51%
59,758 $3.76 Million
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $3,167 - $3,540
-58 Reduced 0.3%
19,307 $1.18 Million
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $499,000 - $585,992
10,481 Added 117.98%
19,365 $1.08 Million
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $71,756 - $77,515
1,447 Added 19.46%
8,884 $442,000
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $350,133 - $384,492
7,437 New
7,437 $384,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $3,606 - $4,534
-84 Reduced 0.4%
20,938 $925,000
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $517,942 - $599,085
10,538 Added 100.52%
21,022 $1.12 Million
Q4 2021

Feb 10, 2022
BUY
$51.87 - $56.86 $155 - $170
3 Added 0.03%
10,484 $1.19 Million
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $537,884 - $574,673
10,481 New
10,481 $1.09 Million
Q2 2021

Aug 12, 2021
SELL
$48.92 - $52.14 $467,088 - $497,832
-9,548 Closed
0 $0
Q1 2021

May 12, 2021
BUY
$44.89 - $48.81 $428,609 - $466,037
9,548 New
9,548 $923,000
Q3 2020

Nov 12, 2020
SELL
$36.93 - $42.52 $137,231 - $158,004
-3,716 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$28.84 - $38.49 $107,169 - $143,028
3,716 New
3,716 $273,000

Others Institutions Holding SCHB

# of Institutions
1,387
Shares Held
494M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Financial Engines Advisors L.L.C. Portfolio

Follow Financial Engines Advisors L.L.C. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email