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

As of 2026-Q2, Financial Engines Advisors L.L.C. holds 19,494 shares of SCHO (SCHWAB SHORT-TERM US TREAS).

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

As of 2026-Q2, Financial Engines Advisors L.L.C.'s SCHO position is worth $470,585.

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

In 2026-Q2, Financial Engines Advisors L.L.C. increased their SCHO position (+0.5% change in shares).

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

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

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Financial Engines Advisors L.L.C.

SCHO
31 quarters

Position history for Financial Engines Advisors L.L.C.'s holdings in SCHWAB SHORT-TERM US TREAS

Current Value

$470,585

Current Shares

19,494

Total Value Change

-$81.4M

Total Shares Change

-1.6M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	19,494	+0.5%	$470,585	0.0%	$24.06	24
2026-Q1	Decreased	19,402	-15.6%	$470,887	0.0%	$23.97	0
2025-Q4	Decreased	22,988	-2.0%	$560,218	0.0%	$23.91	0
2025-Q3	Decreased	23,453	-0.6%	$572,253	0.0%	$23.64	0
2025-Q2	Decreased	23,593	-2.3%	$575,000	0.0%	$23.38	0
2025-Q1	Increased	24,137	+0.1%	$587,000	0.0%	$23.10	24
2024-Q4	Increased	24,113	+82.6%	$580,159	0.0%	$22.67	38
2024-Q3	Increased	13,204	+2.6%	$646,741	0.0%	$22.76	25
2024-Q2	Decreased	12,868	-2.5%	$619,349	0.0%	$22.13	0
2024-Q1	Decreased	13,199	-11.4%	$636,304	0.0%	$21.92	0
2023-Q4	Decreased	14,901	-5.8%	$721,955	0.0%	$21.87	0
2023-Q3	Decreased	15,823	-68.6%	$757,746	0.0%	$21.32	0
2023-Q2	Increased	50,411	+47.7%	$2.4M	0.0%	$21.18	36
2023-Q1	Increased	34,129	+32.1%	$1.7M	0.0%	$21.31	33
2022-Q4	Increased	25,829	+0.7%	$1.2M	0.0%	$20.97	25
2022-Q3	Decreased	25,638	-25.3%	$1.2M	0.0%	$20.82	0
2022-Q2	Decreased	34,329	-5.7%	$1.7M	0.0%	$21.15	0
2022-Q1	Increased	36,407	+17.6%	$1.8M	0.0%	$21.26	30
2021-Q4	Decreased	30,953	-1.4%	$1.6M	0.0%	$21.81	0
2021-Q3	Decreased	31,396	-32.8%	$1.6M	0.0%	$21.93	0
2021-Q2	Decreased	46,703	-51.6%	$2.4M	0.0%	$21.93	0
2021-Q1	Increased	96,503	+0.1%	$5M	0.0%	$21.94	27
2020-Q4	Decreased	96,402	-4.8%	$5M	0.0%	$21.95	0
2020-Q3	Decreased	101,259	-13.6%	$5.2M	0.0%	$21.94	0
2020-Q2	Decreased	117,127	-86.0%	$6M	0.0%	$21.93	0
2020-Q1	Decreased	837,452	-6.6%	$43.3M	0.2%	$21.89	0
2019-Q4	Decreased	896,258	-58.7%	$45.2M	0.2%	$21.62	0
2019-Q3	Decreased	2.2M	-87.2%	$109.7M	0.6%	$21.51	0
2019-Q2	Increased	16.9M	+0.7%	$853.9M	5.0%	$21.39	59
2019-Q1	Increased	16.8M	+918.2%	$841.6M	4.6%	$21.09	94
2018-Q4	New	1.6M	-	$81.8M	0.6%	$20.87	58

Other major holders of SCHO: BANK OF AMERICA CORP /DE/

SCHO31 quarters

SCHO
31 quarters