Back to Financial Engines Advisors L.L.C.

SCHG
Showing 8 of 30 quarters

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

Financial Engines Advisors L.L.C. holds 34.1M shares of SCHG (SCHWAB STRATEGIC TR), worth $993.5M as of 2026-Q1. The position was increased (+0.4% shares). SCHG represents 2.0% of Financial Engines Advisors L.L.C.'s portfolio.

Current Value

$993.5M

Current Shares

34.1M

Total Value Change

-$77.7M

Total Shares Change

+23.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
34.1M
+0.4%
$993.5M2.0%$30.64
55
2025-Q4
Decreased
34M
-4.5%
$1.1B2.1%$32.88
0
2025-Q3
Decreased
35.6M
-6.8%
$1.1B2.2%$31.75
0
2025-Q2
Decreased
38.2M
-0.0%
$1.1B2.2%$28.96
0
2025-Q1
Decreased
38.2M
-4.0%
$956.2M2.1%$24.95
0
2024-Q4
Increased
39.8M
+253.7%
$1.1B2.3%$28.03
88
2024-Q3
Increased
11.3M
+6.0%
$1.1B2.3%$25.78
58
2024-Q2
Decreased
10.6M
-6.6%
$1.1B2.4%$25.06
0

Other major holders of SCHG: ENVESTNET ASSET MANAGEMENT INC, SEI INVESTMENTS CO

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