Financial Engines Advisors L.L.C. Schwab Intermediate Term Us Tr 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 Intermediate Term Us Tr stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 74,495 shares of SCHR stock, worth $1.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74,495
Previous 74,268 0.31%
Holding current value
$1.87 Million
Previous $1.86 Million 0.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 17, 2025
BUY
$24.69 - $25.26 $5,604 - $5,734
227 Added 0.31%
74,495 $1.87 Million
Q2 2025

Aug 13, 2025
SELL
$24.54 - $25.07 $710,678 - $726,027
-28,960 Reduced 28.05%
74,268 $1.86 Million
Q1 2025

May 12, 2025
SELL
$24.05 - $24.86 $5.39 Million - $5.57 Million
-224,198 Reduced 68.47%
103,228 $2.57 Million
Q4 2024

Feb 11, 2025
BUY
$24.19 - $50.58 $6.93 Million - $14.5 Million
286,377 Added 697.65%
327,426 $7.95 Million
Q3 2024

Nov 12, 2024
BUY
$48.4 - $50.91 $326,458 - $343,387
6,745 Added 19.66%
41,049 $2.08 Million
Q2 2024

Aug 14, 2024
SELL
$47.85 - $49.0 $1.46 Million - $1.5 Million
-30,603 Reduced 47.15%
34,304 $1.67 Million
Q1 2024

May 13, 2024
SELL
$48.64 - $49.88 $3.03 Million - $3.1 Million
-62,218 Reduced 48.94%
64,907 $3.18 Million
Q4 2023

Feb 13, 2024
BUY
$47.09 - $49.87 $4.82 Million - $5.1 Million
102,263 Added 411.32%
127,125 $6.32 Million
Q3 2023

Nov 09, 2023
SELL
$47.78 - $49.59 $1.77 Million - $1.83 Million
-37,000 Reduced 59.81%
24,862 $1.19 Million
Q2 2023

Aug 11, 2023
BUY
$49.25 - $50.96 $327,315 - $338,680
6,646 Added 12.04%
61,862 $3.05 Million
Q1 2023

May 12, 2023
BUY
$48.55 - $50.78 $1.7 Million - $1.78 Million
35,069 Added 174.07%
55,216 $2.78 Million
Q4 2022

Feb 14, 2023
SELL
$48.12 - $50.24 $24.8 Million - $25.9 Million
-515,581 Reduced 96.24%
20,147 $991,000
Q3 2022

Nov 10, 2022
SELL
$48.68 - $52.54 $2.26 Million - $2.44 Million
-46,478 Reduced 7.98%
535,728 $26.3 Million
Q2 2022

Aug 11, 2022
SELL
$50.08 - $52.78 $1.9 Million - $2 Million
-37,840 Reduced 6.1%
582,206 $30 Million
Q1 2022

May 12, 2022
SELL
$52.72 - $55.84 $2.36 Million - $2.5 Million
-44,759 Reduced 6.73%
620,046 $33 Million
Q4 2021

Feb 10, 2022
BUY
$55.82 - $56.81 $685,134 - $697,285
12,274 Added 1.88%
664,805 $37.3 Million
Q3 2021

Nov 12, 2021
SELL
$56.59 - $57.62 $2.48 Million - $2.52 Million
-43,801 Reduced 6.29%
652,531 $37 Million
Q2 2021

Aug 12, 2021
SELL
$56.38 - $57.16 $92,519 - $93,799
-1,641 Reduced 0.24%
696,332 $39.6 Million
Q1 2021

May 12, 2021
BUY
$56.41 - $58.25 $5.17 Million - $5.34 Million
91,733 Added 15.13%
697,973 $39.4 Million
Q4 2020

Feb 11, 2021
BUY
$57.98 - $58.64 $4.88 Million - $4.93 Million
84,085 Added 16.1%
606,240 $35.3 Million
Q3 2020

Nov 12, 2020
BUY
$58.56 - $58.96 $4.74 Million - $4.77 Million
80,925 Added 18.34%
522,155 $30.6 Million
Q2 2020

Aug 13, 2020
BUY
$58.18 - $58.86 $13.9 Million - $14.1 Million
239,663 Added 118.9%
441,230 $25.9 Million
Q1 2020

May 13, 2020
BUY
$55.04 - $58.78 $750,745 - $801,759
13,640 Added 7.26%
201,567 $11.8 Million
Q4 2019

Feb 13, 2020
BUY
$54.79 - $56.05 $1.03 Million - $1.06 Million
18,872 Added 11.16%
187,927 $10.3 Million
Q3 2019

Nov 08, 2019
BUY
$54.92 - $55.68 $5.65 Million - $5.73 Million
102,888 Added 155.5%
169,055 $9.39 Million
Q2 2019

Aug 09, 2019
BUY
N/A
9,891 Added 17.58%
66,167 $3.64 Million
Q1 2019

May 08, 2019
SELL
N/A
-325,153 Reduced 85.25%
56,276 $3.03 Million
Q4 2018

Feb 08, 2019
BUY
N/A
355,908 Added 1394.57%
381,429 $18.3 Million
Q3 2018

Nov 02, 2018
BUY
N/A
8,643 Added 51.21%
25,521 $1.32 Million
Q2 2018

Jul 27, 2018
BUY
N/A
6,026 Added 55.53%
16,878 $883,000
Q1 2018

May 02, 2018
BUY
N/A
2,336 Added 27.43%
10,852 $571,000
Q4 2017

Feb 02, 2018
SELL
N/A
-22,184 Reduced 72.26%
8,516 $454,000
Q3 2017

Nov 07, 2017
BUY
N/A
30,700
30,700 $1.66 Million

Others Institutions Holding SCHR

# of Institutions
517
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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