Back to Financial Engines Advisors L.L.C. Financial Engines Advisors L.L.C.

SCHCSCHC
Showing 8 of 31 quarters

Position history for Financial Engines Advisors L.L.C.Financial Engines Advisors L.L.C.'s holdings in SCHWAB STRATEGIC TR

Yes. Financial Engines Advisors holds 34,001 shares of SCHC, worth $1.6M, as of its Q2 2026 13F filing. It increased the position by 274 shares (+0.8%) from Q1 2026. Financial Engines Advisors has held SCHC in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$1.6M

Current Shares

34,001

Total Value Change

+$187,425

Total Shares Change

-3,598

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
34,001
+0.8%
$1.6M0.0%$48.12
26
2026-Q1
Decreased
33,727
-7.1%
$1.6M0.0%$46.64
0
2025-Q4
Decreased
36,315
-1.1%
$1.7M0.0%$45.43
0
2025-Q3
Decreased
36,721
-1.7%
$1.7M0.0%$43.87
0
2025-Q2
Decreased
37,342
-1.1%
$1.6M0.0%$41.05
0
2025-Q1
Decreased
37,758
-4.6%
$1.4M0.0%$34.51
0
2024-Q4
Increased
39,573
+5.3%
$1.4M0.0%$33.02
27
2024-Q3
Increased
37,599
+0.7%
$1.4M0.0%$35.86
26

Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Corient Private Wealth LP, TIAA TRUST, NATIONAL ASSOCIATION, Savant Capital, LLC, PNC FINANCIAL SERVICES GROUP, INC.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used