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Financial Engines Advisors L.L.C.: SCHB 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 SCHB, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 233,807 SCHB 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 233,807 shares
    Change vs previous 13F -1,570 shares

    0.01% of the 13F portfolio, value $6,771,045.

    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 235,377 shares
    Change vs previous 13F +1,819 shares

    0.01% of the 13F portfolio, value $5,907,968.

    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 233,558 shares
    Change vs previous 13F -504 shares

    0.01% of the 13F portfolio, value $6,126,226.

    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 234,062 shares
    Change vs previous 13F +1,088 shares

    0.01% of the 13F portfolio, value $6,017,734.

    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 232,974 shares
    Change vs previous 13F -28,061 shares

    0.01% of the 13F portfolio, value $5,551,496.

    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 261,035 shares
    Change vs previous 13F -2,013 shares

    0.01% of the 13F portfolio, value $5,620,027.

    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 263,048 shares
    Change vs previous 13F +192,822 shares

    0.01% of the 13F portfolio, value $5,971,185.

    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 70,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,898,754.

    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).