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

SCHMSCHM
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 51,767,947 shares of SCHM, worth $1.9B, as of its Q2 2026 13F filing. It reduced the position by 5,067,671 shares (-8.9%) from Q1 2026. Financial Engines Advisors has held SCHM in every 13F on record since Q4 2018, 31 quarterly filings. SCHM is 3.4% of Financial Engines Advisors' reported 13F portfolio.

Current Value

$1.9B

Current Shares

51.8M

Total Value Change

+$1.8B

Total Shares Change

+49.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
51.8M
-8.9%
$1.9B3.4%$36.87
0
2026-Q1
Decreased
56.8M
-2.0%
$1.8B3.6%$30.87
0
2025-Q4
Decreased
58M
-1.4%
$1.7B3.3%$29.91
0
2025-Q3
Decreased
58.8M
-2.6%
$1.7B3.3%$29.35
0
2025-Q2
Increased
60.4M
+2.7%
$1.7B3.4%$27.66
60
2025-Q1
Decreased
58.8M
-1.1%
$1.5B3.3%$25.74
0
2024-Q4
Increased
59.4M
+129.1%
$1.6B3.5%$27.15
94
2024-Q3
Increased
25.9M
+22.2%
$1.7B3.5%$27.02
71
2024-Q2
Increased
21.2M
+0.7%
$1.7B3.7%$25.21
59
2024-Q1
Decreased
21.1M
-0.3%
$1.7B3.9%$26.29
0
2023-Q4
Increased
21.1M
+3.1%
$1.6B3.8%$24.24
60
2023-Q3
Increased
20.5M
+9.1%
$1.4B3.6%$21.68
64
2023-Q2
Increased
18.8M
+5.3%
$1.3B3.4%$22.67
62
2023-Q1
Increased
17.8M
+6.4%
$1.2B3.2%$21.56
62
2022-Q4
Increased
16.8M
+12.6%
$1.1B3.1%$20.77
66
2022-Q3
Increased
14.9M
+4.5%
$901.5M2.9%$19.07
57
2022-Q2
Increased
14.3M
+29.6%
$893.9M2.7%$19.67
69
2022-Q1
Increased
11M
+8.8%
$834.2M2.2%$23.68
59
2021-Q4
Increased
10.1M
+12.7%
$813.7M2.2%$25.05
61
2021-Q3
Increased
9M
+8.4%
$687.7M2.0%$23.77
59
2021-Q2
Increased
8.3M
+14.4%
$647.8M1.9%$24.18
57
2021-Q1
Increased
7.2M
+22.0%
$538.3M1.7%$22.93
60
2020-Q4
Increased
5.9M
+22.0%
$404.6M1.4%$20.99
59
2020-Q3
Increased
4.9M
+25.2%
$269.7M1.1%$16.99
60
2020-Q2
Increased
3.9M
+22.6%
$204.2M0.9%$16.06
52
2020-Q1
Increased
3.2M
+22.1%
$133.5M0.7%$12.83
51
2019-Q4
Increased
2.6M
+8.5%
$156M0.8%$18.21
46
2019-Q3
Decreased
2.4M
-5.5%
$135.1M0.7%$17.03
0
2019-Q2
Increased
2.5M
+2.1%
$144.3M0.8%$17.12
44
2019-Q1
Increased
2.5M
+18.8%
$137.1M0.7%$16.56
50
2018-Q4
First report
2.1M
-
$98.2M0.7%$14.28
0

Other major holders of SCHM: Creative Planning

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