Financial Engines Advisors L.L.C. SCHV Holdings History
Financial Engines Advisors L.L.C.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Financial Engines Advisors L.L.C. held 53.25 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $1.42 Bil. This investment constitutes 3.04% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 11.69% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2017Q1. And since then Financial Engines Advisors L.L.C. has made 13 purchases of SCHV, at an average price of $38.65, for a total of 76.80 Mil shares. In addition, there have been 15 sales at an average price of $58.08 for 23.55 Mil shares. Based on historical transaction data and SCHV's current price of $27.97, Financial Engines Advisors L.L.C.'s estimated gain on his SCHV holdings is $-111.13 Mil, reflecting a -3.74% gain to date.
Financial Engines Advisors L.L.C. SCHV ($27.97) Holding Chart
Financial Engines Advisors L.L.C. SCHV ($27.97) 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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