Position history for Financial Engines Advisors L.L.C.'s holdings in SCHWAB STRATEGIC TR
Financial Engines Advisors L.L.C. holds 56.8M shares of SCHM (SCHWAB STRATEGIC TR), worth $1.8B as of 2026-Q1. The position was decreased (-2.0% shares). SCHM represents 3.6% of Financial Engines Advisors L.L.C.'s portfolio.
Current Value
$1.8B
Current Shares
56.8M
Total Value Change
+$103.3M
Total Shares Change
+35.6M
Other major holders of SCHM: Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |