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

Financial Engines Advisors L.L.C. held 46,499,260 SCHV 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 46,499,260 shares
    Change vs previous 13F -1,928,543 shares

    2.87% of the 13F portfolio, value $1,618,639,253.

    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 48,427,803 shares
    Change vs previous 13F -2,336,304 shares

    3% of the 13F portfolio, value $1,477,048,004.

    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 50,764,107 shares
    Change vs previous 13F -1,124,842 shares

    2.85% of the 13F portfolio, value $1,503,125,200.

    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 51,888,949 shares
    Change vs previous 13F -705,482 shares

    2.88% of the 13F portfolio, value $1,510,487,305.

    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 52,594,431 shares
    Change vs previous 13F -658,257 shares

    2.9% of the 13F portfolio, value $1,455,288,139.

    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 53,252,688 shares
    Change vs previous 13F -2,108,084 shares

    3.04% of the 13F portfolio, value $1,415,456,836.

    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 55,360,772 shares
    Change vs previous 13F +35,884,431 shares

    3.04% of the 13F portfolio, value $1,443,255,335.

    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 19,476,341 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $1,520,040,573.

    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).