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SCHZSCHZ
Showing 8 of 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 5,681,166 shares of SCHZ, worth $131.4M, as of its Q2 2026 13F filing. It increased the position by 267,337 shares (+4.9%) from Q1 2026. Financial Engines Advisors has held SCHZ in every 13F on record since Q4 2018, 31 quarterly filings. SCHZ is 0.2% of Financial Engines Advisors' reported 13F portfolio.

Current Value

$131.4M

Current Shares

5.7M

Total Value Change

+$11.8M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.7M
+4.9%
$131.4M0.2%$22.96
38
2026-Q1
Increased
5.4M
+0.3%
$125.7M0.3%$22.81
36
2025-Q4
Decreased
5.4M
-0.6%
$126.1M0.2%$22.80
0
2025-Q3
Increased
5.4M
+10.7%
$127.4M0.2%$22.60
40
2025-Q2
Decreased
4.9M
-0.8%
$113.9M0.2%$22.15
0
2025-Q1
Decreased
4.9M
-2.5%
$114.5M0.2%$21.85
0
2024-Q4
Increased
5.1M
+100.8%
$115.1M0.2%$21.26
58
2024-Q3
Decreased
2.5M
-0.7%
$119.6M0.2%$21.97
0

Other major holders of SCHZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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