Financial Engines Advisors L.L.C. SCHG Holdings History
Financial Engines Advisors L.L.C.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Financial Engines Advisors L.L.C. held 38.19 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $956.20 Mil. This investment constitutes 2.05% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 2.59% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2017Q1. And since then Financial Engines Advisors L.L.C. has made 10 purchases of SCHG, at an average price of $30.12, for a total of 69.87 Mil shares. In addition, there have been 18 sales at an average price of $57.10 for 31.69 Mil shares. Based on historical transaction data and SCHG's current price of $29.31, Financial Engines Advisors L.L.C.'s estimated gain on his SCHG holdings is $823.72 Mil, reflecting a 39.13% gain to date.
Financial Engines Advisors L.L.C. SCHG ($29.31) Holding Chart
Financial Engines Advisors L.L.C. SCHG ($29.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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