Schwab Strategic Tr us aggregate b shares owned by Financial Engines Advisors L.L.C
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Financial Engines Advisors L.L.C
from 13F filings
Historical chart of Financial Engines Advisors L.L.C investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Financial Engines Advisors L.L.C
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127M | 5.4M | 23.47 |
| 2025-06-30 | $114M | 4.9M | 23.24 |
| 2025-03-31 | $115M | 4.9M | 23.16 |
| 2024-12-31 | $115M | 5.1M | 22.70 |
| 2024-09-30 | $120M | 2.5M | 47.37 |
| 2024-03-31 | $114M | 2.5M | 46.00 |
| 2023-09-30 | $114M | 2.6M | 44.23 |
| 2023-06-30 | $114M | 2.5M | 46.16 |
| 2023-03-31 | $112M | 2.4M | 46.91 |
| 2022-12-31 | $107M | 2.3M | 45.65 |
| 2022-09-30 | $107M | 2.4M | 45.31 |
| 2022-06-30 | $111M | 2.3M | 47.87 |
| 2022-03-31 | $103M | 2.0M | 50.57 |
| 2021-12-31 | $111M | 2.0M | 53.90 |
| 2021-09-30 | $112M | 2.1M | 54.26 |
| 2021-06-30 | $118M | 2.2M | 54.60 |
| 2021-03-31 | $136M | 2.5M | 53.95 |
| 2020-12-31 | $131M | 2.3M | 56.03 |
| 2020-09-30 | $124M | 2.2M | 56.08 |
| 2020-06-30 | $127M | 2.2M | 56.24 |
| 2020-03-31 | $133M | 2.4M | 54.27 |
| 2019-12-31 | $148M | 2.8M | 53.43 |
| 2019-09-30 | $137M | 2.5M | 53.85 |
| 2019-06-30 | $80M | 1.5M | 53.00 |
| 2019-03-31 | $74M | 1.4M | 51.88 |
| 2018-12-31 | $217M | 3.2M | 68.93 |
| 2018-09-30 | $109M | 2.2M | 50.25 |
| 2018-06-30 | $75M | 1.5M | 50.64 |
| 2018-03-31 | $77M | 1.5M | 51.02 |
| 2017-12-31 | $67M | 1.3M | 52.04 |
| 2017-09-30 | $56M | 1.1M | 52.36 |
| 2017-06-30 | $27M | 518k | 51.79 |
| 2017-03-31 | $27M | 518k | 51.79 |
| 2016-12-31 | $12M | 240k | 51.50 |
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