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Disclosery

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

Financial Engines Advisors L.L.C. held 39,212,098 SCHG 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 39,212,098 shares
    Change vs previous 13F +5,106,821 shares

    2.36% of the 13F portfolio, value $1,326,937,411.

    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 34,105,277 shares
    Change vs previous 13F +121,045 shares

    2.02% of the 13F portfolio, value $993,486,731.

    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 33,984,232 shares
    Change vs previous 13F -1,604,897 shares

    2.1% of the 13F portfolio, value $1,108,565,646.

    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 35,589,129 shares
    Change vs previous 13F -2,586,022 shares

    2.17% of the 13F portfolio, value $1,135,649,106.

    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 38,175,151 shares
    Change vs previous 13F -11,790 shares

    2.23% of the 13F portfolio, value $1,115,096,423.

    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 38,186,941 shares
    Change vs previous 13F -1,601,626 shares

    2.05% of the 13F portfolio, value $956,200,677.

    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 39,788,567 shares
    Change vs previous 13F +28,538,409 shares

    2.33% of the 13F portfolio, value $1,108,907,367.

    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 11,250,158 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $1,089,114,719.

    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).