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Financial Engines Advisors L.L.C.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on SCHA, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 4,190,988 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,190,988 shares
    Change vs previous 13F -392,371 shares

    0.27% of the 13F portfolio, value $151,420,381.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,583,359 shares
    Change vs previous 13F -257,767 shares

    0.27% of the 13F portfolio, value $133,284,086.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,841,126 shares
    Change vs previous 13F -155,339 shares

    0.26% of the 13F portfolio, value $137,875,278.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,996,465 shares
    Change vs previous 13F -487,594 shares

    0.27% of the 13F portfolio, value $139,401,374.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,484,059 shares
    Change vs previous 13F +385,725 shares

    0.28% of the 13F portfolio, value $138,747,027.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,098,334 shares
    Change vs previous 13F -1,657 shares

    0.26% of the 13F portfolio, value $119,454,074.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,099,991 shares
    Change vs previous 13F +2,473,980 shares

    0.28% of the 13F portfolio, value $131,885,763.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,626,011 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $133,718,218.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).