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

As of 2026-Q2, Financial Engines Advisors L.L.C. holds 51.8M shares of SCHM (SCHWAB US MID CAP ETF).

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

As of 2026-Q2, Financial Engines Advisors L.L.C.'s SCHM position is worth $1.9B.

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

In 2026-Q2, Financial Engines Advisors L.L.C. decreased their SCHM position (-8.9% change in shares).

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

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

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Financial Engines Advisors L.L.C.

SCHM
31 quarters

Position history for Financial Engines Advisors L.L.C.'s holdings in SCHWAB US MID CAP ETF

Current Value

$1.9B

Current Shares

51.8M

Total Value Change

+$1.8B

Total Shares Change

+49.7M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	51.8M	-8.9%	$1.9B	3.4%	$36.87	0
2026-Q1	Decreased	56.8M	-2.0%	$1.8B	3.6%	$32.49	0
2025-Q4	Decreased	58M	-1.4%	$1.7B	3.3%	$30.38	0
2025-Q3	Decreased	58.8M	-2.6%	$1.7B	3.3%	$29.49	0
2025-Q2	Increased	60.4M	+2.7%	$1.7B	3.4%	$27.71	60
2025-Q1	Decreased	58.8M	-1.1%	$1.5B	3.3%	$25.85	0
2024-Q4	Increased	59.4M	+129.1%	$1.6B	3.5%	$27.25	94
2024-Q3	Increased	25.9M	+22.2%	$1.7B	3.5%	$27.17	71
2024-Q2	Increased	21.2M	+0.7%	$1.7B	3.7%	$25.35	59
2024-Q1	Decreased	21.1M	-0.3%	$1.7B	3.9%	$26.44	0
2023-Q4	Increased	21.1M	+3.1%	$1.6B	3.8%	$24.37	60
2023-Q3	Increased	20.5M	+9.1%	$1.4B	3.6%	$21.80	64
2023-Q2	Increased	18.8M	+5.3%	$1.3B	3.4%	$22.61	62
2023-Q1	Increased	17.8M	+6.4%	$1.2B	3.2%	$21.30	62
2022-Q4	Increased	16.8M	+12.6%	$1.1B	3.1%	$20.89	66
2022-Q3	Increased	14.9M	+4.5%	$901.5M	2.9%	$19.30	57
2022-Q2	Increased	14.3M	+29.6%	$893.9M	2.7%	$19.97	69
2022-Q1	Increased	11M	+8.8%	$834.2M	2.2%	$24.14	59
2021-Q4	Increased	10.1M	+12.7%	$813.7M	2.2%	$25.21	61
2021-Q3	Increased	9M	+8.4%	$687.7M	2.0%	$24.25	59
2021-Q2	Increased	8.3M	+14.4%	$647.8M	1.9%	$24.34	57
2021-Q1	Increased	7.2M	+22.0%	$538.3M	1.7%	$22.95	60
2020-Q4	Increased	5.9M	+22.0%	$404.6M	1.4%	$21.05	59
2020-Q3	Increased	4.9M	+25.2%	$269.7M	1.1%	$17.01	60
2020-Q2	Increased	3.9M	+22.6%	$204.2M	0.9%	$15.94	52
2020-Q1	Increased	3.2M	+22.1%	$133.5M	0.7%	$13.12	51
2019-Q4	Increased	2.6M	+8.5%	$156M	0.8%	$18.27	46
2019-Q3	Decreased	2.4M	-5.5%	$135.1M	0.7%	$17.03	0
2019-Q2	Increased	2.5M	+2.1%	$144.3M	0.8%	$17.22	44
2019-Q1	Increased	2.5M	+18.8%	$137.1M	0.7%	$16.65	50
2018-Q4	New	2.1M	-	$98.2M	0.7%	$14.22	58

Other major holders of SCHM: Creative Planning

SCHM31 quarters

SCHM
31 quarters