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

Financial Engines Advisors L.L.C. held 100,082 SCHX 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 100,082 shares
    Change vs previous 13F +2,777 shares

    0.01% of the 13F portfolio, value $2,945,424.

    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 97,305 shares
    Change vs previous 13F -84,589 shares

    0.01% of the 13F portfolio, value $2,494,894.

    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 181,894 shares
    Change vs previous 13F -2,599 shares

    0.01% of the 13F portfolio, value $4,894,763.

    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 184,493 shares
    Change vs previous 13F -3,184 shares

    0.01% of the 13F portfolio, value $4,859,546.

    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 187,677 shares
    Change vs previous 13F +2,800 shares

    0.01% of the 13F portfolio, value $4,587,084.

    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 184,877 shares
    Change vs previous 13F -3,071 shares

    0.01% of the 13F portfolio, value $4,082,280.

    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 187,948 shares
    Change vs previous 13F +117,752 shares

    0.01% of the 13F portfolio, value $4,356,645.

    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 70,196 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,076,822.

    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).