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

Financial Engines Advisors L.L.C. held 51,767,947 SCHM 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 51,767,947 shares
    Change vs previous 13F -5,067,671 shares

    3.39% of the 13F portfolio, value $1,908,684,217.

    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 56,835,618 shares
    Change vs previous 13F -1,136,116 shares

    3.57% of the 13F portfolio, value $1,759,630,735.

    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 57,971,734 shares
    Change vs previous 13F -837,408 shares

    3.3% of the 13F portfolio, value $1,743,210,051.

    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 58,809,142 shares
    Change vs previous 13F -1,543,182 shares

    3.33% of the 13F portfolio, value $1,743,102,969.

    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 60,352,324 shares
    Change vs previous 13F +1,586,972 shares

    3.38% of the 13F portfolio, value $1,692,882,622.

    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 58,765,352 shares
    Change vs previous 13F -636,187 shares

    3.3% of the 13F portfolio, value $1,539,652,438.

    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 59,401,539 shares
    Change vs previous 13F +33,472,238 shares

    3.46% of the 13F portfolio, value $1,646,016,637.

    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 25,929,301 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $1,674,062,655.

    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).