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

Financial Engines Advisors L.L.C. held 69,991 SCHR 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 69,991 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $1,725,989.

    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 70,156 shares
    Change vs previous 13F -18,573 shares

    <0.01% of the 13F portfolio, value $1,747,574.

    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 88,729 shares
    Change vs previous 13F +14,234 shares

    <0.01% of the 13F portfolio, value $2,225,330.

    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 74,495 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $1,872,059.

    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 74,268 shares
    Change vs previous 13F -28,960 shares

    <0.01% of the 13F portfolio, value $1,858,644.

    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 103,228 shares
    Change vs previous 13F -224,198 shares

    0.01% of the 13F portfolio, value $2,566,322.

    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 327,426 shares
    Change vs previous 13F +286,377 shares

    0.02% of the 13F portfolio, value $7,953,183.

    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 41,049 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,682,972.

    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).