Skip to content
Disclosery

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

Financial Engines Advisors L.L.C. held 5,681,166 SCHZ 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 5,681,166 shares
    Change vs previous 13F +267,337 shares

    0.23% of the 13F portfolio, value $131,405,381.

    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 5,413,829 shares
    Change vs previous 13F +17,378 shares

    0.26% of the 13F portfolio, value $125,709,118.

    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 5,396,451 shares
    Change vs previous 13F -31,132 shares

    0.24% of the 13F portfolio, value $126,115,065.

    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 5,427,583 shares
    Change vs previous 13F +524,573 shares

    0.24% of the 13F portfolio, value $127,385,373.

    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 4,903,010 shares
    Change vs previous 13F -39,725 shares

    0.23% of the 13F portfolio, value $113,946,135.

    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 4,942,735 shares
    Change vs previous 13F -127,418 shares

    0.25% of the 13F portfolio, value $114,473,533.

    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 5,070,153 shares
    Change vs previous 13F +2,545,098 shares

    0.24% of the 13F portfolio, value $115,092,483.

    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 2,525,055 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $119,613,771.

    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).