How many shares of SCHK does Financial Engines Advisors L.L.C. own?

As of 2026-Q2, Financial Engines Advisors L.L.C. holds 41.9M shares of SCHK (SCHWAB STRATEGIC TR).

What is Financial Engines Advisors L.L.C.'s SCHK position worth?

As of 2026-Q2, Financial Engines Advisors L.L.C.'s SCHK position is worth $1.5B.

Is Financial Engines Advisors L.L.C. buying or selling SCHK?

In 2026-Q2, Financial Engines Advisors L.L.C. decreased their SCHK position (-3.9% change in shares).

When did Financial Engines Advisors L.L.C. first buy SCHK?

Based on available 13F filings, Financial Engines Advisors L.L.C. first reported a position in SCHK in 2018-Q4. They have held the position across 31 quarters.

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Financial Engines Advisors L.L.C.

SCHK
31 quarters

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

Current Value

$1.5B

Current Shares

41.9M

Total Value Change

+$1.5B

Total Shares Change

+41.9M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	41.9M	-3.9%	$1.5B	2.7%	$36.06	0
2026-Q1	Decreased	43.6M	-0.1%	$1.4B	2.8%	$32.77	0
2025-Q4	Decreased	43.7M	-2.1%	$1.4B	2.7%	$33.06	0
2025-Q3	Decreased	44.6M	-4.2%	$1.4B	2.7%	$31.91	0
2025-Q2	Decreased	46.6M	-0.8%	$1.4B	2.8%	$29.50	0
2025-Q1	Decreased	47M	-1.6%	$1.3B	2.7%	$26.53	0
2024-Q4	Increased	47.7M	+66.8%	$1.4B	2.8%	$28.08	80
2024-Q3	Increased	28.6M	+18.4%	$1.3B	2.8%	$27.12	64
2024-Q2	Decreased	24.2M	-0.9%	$1.3B	2.8%	$25.70	0
2024-Q1	Decreased	24.4M	-3.1%	$1.2B	2.8%	$24.80	0
2023-Q4	Increased	25.2M	+1.5%	$1.2B	2.7%	$22.48	55
2023-Q3	Increased	24.8M	+3.3%	$1B	2.7%	$20.07	57
2023-Q2	Increased	24M	+3.0%	$1B	2.6%	$20.47	56
2023-Q1	Increased	23.3M	+9.4%	$921.6M	2.4%	$18.80	60
2022-Q4	Increased	21.3M	+26.7%	$786.8M	2.2%	$17.75	67
2022-Q3	Increased	16.8M	+4.7%	$582.2M	1.9%	$16.79	52
2022-Q2	Increased	16.1M	+7.5%	$585.9M	1.8%	$17.54	53
2022-Q1	Increased	15M	+10.1%	$658.4M	1.8%	$21.20	55
2021-Q4	Increased	13.6M	+13.1%	$632.8M	1.7%	$22.12	56
2021-Q3	Increased	12M	+10.0%	$511.7M	1.5%	$20.31	54
2021-Q2	Increased	10.9M	+16.6%	$465.8M	1.4%	$20.05	57
2021-Q1	Increased	9.4M	+21.9%	$369.2M	1.2%	$18.38	59
2020-Q4	Increased	7.7M	+46.3%	$287.3M	1.0%	$17.39	59
2020-Q3	Increased	5.3M	+43.9%	$173.2M	0.7%	$15.24	58
2020-Q2	Increased	3.6M	+449.4%	$110.8M	0.5%	$13.86	58
2020-Q1	Increased	664,330	+355.4%	$16.7M	0.1%	$11.73	46
2019-Q4	Increased	145,880	+1104.5%	$4.6M	0.0%	$14.43	43
2019-Q3	Increased	12,111	+47.4%	$353,000	0.0%	$13.24	32
2019-Q2	New	8,217	-	$237,000	0.0%	$13.10	32
2019-Q1	Exited	0	-100.0%	$0	0.0%	$12.57	0
2018-Q4	New	34,866	-	$1.8M	0.0%	$10.93	36

Other major holders of SCHK: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Creative Planning

SCHK31 quarters

SCHK
31 quarters