Financial Engines Advisors
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Financial Engines Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Engines Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.77M Sell
233,807
-1,570
-0.7% -$44K 0.01% 130
2026
Q1 		$5.91M Buy
235,377
+1,819
+0.8% +$47.7K 0.01% 133
2025
Q4 		$6.13M Sell
233,558
-504
-0.2% -$13.1K 0.01% 138
2025
Q3 		$6.02M Buy
234,062
+1,088
+0.5% +$26.9K 0.01% 138
2025
Q2 		$5.55M Sell
232,974
-28,061
-11% -$618K 0.01% 137
2025
Q1 		$5.62M Sell
261,035
-2,013
-0.8% -$45.8K 0.01% 124
2024
Q4 		$5.97M Buy
263,048
+52,370
+25% +$1.2M 0.01% 127
2024
Q3 		$3.9M Buy
210,678
+31,404
+18% +$671K 0.01% 137
2024
Q2 		$3.76M Buy
179,274
+121,353
+210% +$2.46M 0.01% 136
2024
Q1 		$1.18M Sell
57,921
-174
-0.3% -$3.37K ﹤0.01% 188
2023
Q4 		$1.08M Buy
58,095
+31,443
+118% +$543K ﹤0.01% 180
2023
Q3 		$443K Buy
26,652
+4,341
+19% +$75.1K ﹤0.01% 210
2023
Q2 		$384K Buy
+22,311
New +$364K ﹤0.01% 228
2022
Q3 		– Sell
-62,814
Closed -$925K – 302
2022
Q2 		$925K Sell
62,814
-252
-0.4% -$4.04K ﹤0.01% 164
2022
Q1 		$1.12M Buy
63,066
+162
+0.3% +$2.84K ﹤0.01% 157
2021
Q4 		$1.19M Buy
62,904
+18
+0% +$331 ﹤0.01% 114
2021
Q3 		$1.09M Buy
+62,886
New +$1.12M ﹤0.01% 108
2021
Q2 		– Sell
-57,288
Closed -$923K – 252
2021
Q1 		$923K Buy
+57,288
New +$903K ﹤0.01% 121
2020
Q3 		– Sell
-22,296
Closed -$273K – 253
2020
Q2 		$273K Buy
+22,296
New +$257K ﹤0.01% 162

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Financial Engines Advisors's SCHB Position: Q2 2026 in Review

Financial Engines Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.67% in Q2 2026, selling an estimated $44K and leaving 233,807 shares worth $6.77M. The position accounts for 0.01% of the portfolio, ranked #130.

Financial Engines Advisors first reported a position in SCHB in Q2 2020 and has held it in 19 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Engines Advisors held 233,807 shares of Schwab US Broad Market ETF worth $6.77M as of Q2 2026.
  • Financial Engines Advisors sold 1,570 Schwab US Broad Market ETF shares in Q2 2026, an estimated $44K.
  • Schwab US Broad Market ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #130 holding.
  • Financial Engines Advisors first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 19 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.