Financial Engines Advisors L.L.C. Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 58,809,142 shares of SCHM stock, worth $1.71 Billion. This represents 3.34% of its overall portfolio holdings.

Number of Shares
58,809,142
Previous 60,352,324 2.56%
Holding current value
$1.71 Billion
Previous $1.69 Billion 2.97%
% of portfolio
3.34%
Previous 3.39%

Shares

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

Nov 17, 2025
SELL
$28.15 - $30.13 $43.4 Million - $46.5 Million
-1,543,182 Reduced 2.56%
58,809,142 $1.74 Billion
Q2 2025

Aug 13, 2025
BUY
$22.92 - $28.05 $36.4 Million - $44.5 Million
1,586,972 Added 2.7%
60,352,324 $1.69 Billion
Q1 2025

May 12, 2025
SELL
$25.58 - $29.24 $16.3 Million - $18.6 Million
-636,187 Reduced 1.07%
58,765,352 $1.54 Billion
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $922 Million - $2.78 Billion
33,472,238 Added 129.09%
59,401,539 $1.65 Billion
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $355 Million - $392 Million
4,708,031 Added 22.19%
25,929,301 $2.15 Billion
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $11.5 Million - $12.4 Million
152,448 Added 0.72%
21,221,270 $1.65 Billion
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $4.76 Million - $5.31 Million
-65,243 Reduced 0.31%
21,068,822 $1.72 Billion
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $40.4 Million - $48.7 Million
641,494 Added 3.13%
21,134,065 $1.59 Billion
Q3 2023

Nov 09, 2023
BUY
$66.75 - $73.98 $114 Million - $127 Million
1,714,519 Added 9.13%
20,492,571 $1.39 Billion
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $61.4 Million - $66.8 Million
940,800 Added 5.27%
18,778,052 $1.33 Billion
Q1 2023

May 12, 2023
BUY
$64.24 - $73.9 $69 Million - $79.3 Million
1,073,616 Added 6.4%
17,837,252 $1.21 Billion
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $114 Million - $131 Million
1,870,482 Added 12.56%
16,763,636 $1.1 Billion
Q3 2022

Nov 10, 2022
BUY
$60.5 - $72.51 $38.9 Million - $46.6 Million
642,622 Added 4.51%
14,893,154 $901 Million
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $198 Million - $249 Million
3,254,049 Added 29.59%
14,250,532 $894 Million
Q1 2022

May 12, 2022
BUY
$70.66 - $80.89 $62.9 Million - $72 Million
890,148 Added 8.81%
10,996,483 $834 Million
Q4 2021

Feb 10, 2022
BUY
$76.01 - $83.39 $86.3 Million - $94.7 Million
1,135,730 Added 12.66%
10,106,335 $814 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $51.8 Million - $56.2 Million
693,935 Added 8.38%
8,970,605 $688 Million
Q2 2021

Aug 12, 2021
BUY
$74.64 - $79.12 $78 Million - $82.6 Million
1,044,424 Added 14.44%
8,276,670 $648 Million
Q1 2021

May 12, 2021
BUY
$67.07 - $76.85 $87.3 Million - $100 Million
1,302,137 Added 21.96%
7,232,246 $538 Million
Q4 2020

Feb 11, 2021
BUY
$55.93 - $68.45 $59.8 Million - $73.2 Million
1,069,254 Added 22.0%
5,930,109 $405 Million
Q3 2020

Nov 12, 2020
BUY
$51.99 - $58.83 $50.9 Million - $57.6 Million
979,313 Added 25.23%
4,860,855 $270 Million
Q2 2020

Aug 13, 2020
BUY
$39.01 - $57.03 $27.9 Million - $40.8 Million
714,595 Added 22.56%
3,881,542 $204 Million
Q1 2020

May 13, 2020
BUY
$35.83 - $62.24 $20.6 Million - $35.7 Million
574,153 Added 22.14%
3,166,947 $134 Million
Q4 2019

Feb 13, 2020
BUY
$54.56 - $60.24 $11.1 Million - $12.2 Million
202,929 Added 8.49%
2,592,794 $156 Million
Q3 2019

Nov 08, 2019
SELL
$56.23 - $57.59 $7.76 Million - $7.95 Million
-138,075 Reduced 5.46%
2,389,865 $135 Million
Q2 2019

Aug 09, 2019
BUY
N/A
53,062 Added 2.14%
2,527,940 $144 Million
Q1 2019

May 08, 2019
BUY
N/A
391,542 Added 18.79%
2,474,878 $137 Million
Q4 2018

Feb 08, 2019
BUY
N/A
1,037,777 Added 99.26%
2,083,336 $98.2 Million
Q3 2018

Nov 02, 2018
BUY
N/A
259,121 Added 32.95%
1,045,559 $60.5 Million
Q2 2018

Jul 27, 2018
BUY
N/A
211,054 Added 36.68%
786,438 $43.2 Million
Q1 2018

May 02, 2018
BUY
N/A
111,142 Added 23.94%
575,384 $30.4 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-88,865 Reduced 16.07%
464,242 $199 Million
Q3 2017

Nov 07, 2017
BUY
N/A
553,107
553,107 $27.7 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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