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SCHZ
Showing 8 of 30 quarters

Position history for Financial Engines Advisors L.L.C.'s holdings in SCHWAB STRATEGIC TR

Financial Engines Advisors L.L.C. holds 5.4M shares of SCHZ (SCHWAB STRATEGIC TR), worth $125.7M as of 2026-Q1. The position was increased (+0.3% shares). SCHZ represents 0.3% of Financial Engines Advisors L.L.C.'s portfolio.

Current Value

$125.7M

Current Shares

5.4M

Total Value Change

+$9.8M

Total Shares Change

+2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.4M
+0.3%
$125.7M0.3%$23.53
36
2025-Q4
Decreased
5.4M
-0.6%
$126.1M0.2%$23.34
0
2025-Q3
Increased
5.4M
+10.7%
$127.4M0.2%$23.09
40
2025-Q2
Decreased
4.9M
-0.8%
$113.9M0.2%$22.53
0
2025-Q1
Decreased
4.9M
-2.5%
$114.5M0.2%$22.28
0
2024-Q4
Increased
5.1M
+100.8%
$115.1M0.2%$21.74
58
2024-Q3
Decreased
2.5M
-0.7%
$119.6M0.2%$22.48
0
2024-Q2
Increased
2.5M
+2.3%
$115.9M0.3%$21.31
37

Other major holders of SCHZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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