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

Financial Engines Advisors L.L.C.

$47.4 Billion
Q4 2024

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 263,048 shares of SCHB stock, worth $6.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

263,048

Previous 70,226 274.57%

Holding current value

$6.04 Million

Previous $4.67 Million 27.83%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,264

Shares Held

445M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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