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

SCHVSCHV
31 quarters

Position history for Financial Engines Advisors L.L.C.Financial Engines Advisors L.L.C.'s holdings in SCHWAB US LARGE-CAP VALUE

Financial Engines Advisors L.L.C. holds 46.5M shares of SCHV (SCHWAB US LARGE-CAP VALUE), worth $1.6B as of 2026-Q2. The position was decreased (-4.0% shares). SCHV represents 2.9% of Financial Engines Advisors L.L.C.'s portfolio.

Current Value

$1.6B

Current Shares

46.5M

Total Value Change

+$883.7M

Total Shares Change

+31.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
46.5M
-4.0%
$1.6B2.9%$34.81
0
2026-Q1
Decreased
48.4M
-4.6%
$1.5B3.0%$31.74
0
2025-Q4
Decreased
50.8M
-2.2%
$1.5B2.8%$29.84
0
2025-Q3
Decreased
51.9M
-1.3%
$1.5B2.9%$28.87
0
2025-Q2
Decreased
52.6M
-1.2%
$1.5B2.9%$27.25
0
2025-Q1
Decreased
53.3M
-3.8%
$1.4B3.0%$25.90
0
2024-Q4
Increased
55.4M
+184.3%
$1.4B3.0%$25.40
94
2024-Q3
Increased
19.5M
+4.5%
$1.5B3.2%$25.98
61
2024-Q2
Decreased
18.6M
-1.8%
$1.4B3.1%$23.90
0
2024-Q1
Decreased
19M
-2.5%
$1.4B3.3%$24.37
0
2023-Q4
Decreased
19.5M
-1.8%
$1.4B3.2%$22.36
0
2023-Q3
Decreased
19.8M
-0.8%
$1.3B3.4%$20.42
0
2023-Q2
Increased
20M
+0.3%
$1.3B3.4%$20.93
59
2023-Q1
Decreased
19.9M
-1.4%
$1.3B3.5%$20.26
0
2022-Q4
Decreased
20.2M
-4.4%
$1.3B3.8%$20.53
0
2022-Q3
Decreased
21.1M
-10.7%
$1.2B4.0%$18.33
0
2022-Q2
Decreased
23.7M
-8.5%
$1.5B4.5%$19.23
0
2022-Q1
Decreased
25.9M
-3.4%
$1.8B4.9%$22.08
0
2021-Q4
Increased
26.8M
+7.6%
$2B5.2%$22.21
67
2021-Q3
Decreased
24.9M
-11.8%
$1.7B5.0%$20.68
0
2021-Q2
Decreased
28.2M
-15.7%
$1.9B5.6%$20.46
0
2021-Q1
Decreased
33.5M
-3.5%
$2.2B6.8%$19.55
0
2020-Q4
Increased
34.7M
+3.1%
$2.1B7.0%$17.57
64
2020-Q3
Decreased
33.6M
-1.3%
$1.8B7.0%$15.30
0
2020-Q2
Increased
34.1M
+43.1%
$1.7B7.5%$14.45
83
2020-Q1
Increased
23.8M
+7.0%
$1.1B5.7%$13.06
66
2019-Q4
Increased
22.3M
+2.8%
$1.3B6.5%$17.21
64
2019-Q3
Increased
21.6M
+26.0%
$227.5M1.2%$16.05
60
2019-Q2
Increased
17.2M
+0.3%
$963.8M5.6%$15.82
62
2019-Q1
Increased
17.1M
+11.5%
$937M5.1%$15.32
69
2018-Q4
New
15.4M
-
$734.9M5.1%$13.58
98

Other major holders of SCHV: SEI INVESTMENTS CO

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