Financial Engines Advisors L.L.C »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Financial Engines Advisors L.L.C consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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

More positions owned by Financial Engines Advisors L.L.C

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Exponential Tech (XT)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p Kensho New (KOMP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Financial Engines Advisors L.L.C

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b