Financial Engines Advisors
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Financial Engines Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39B Sell
46,607,159
-364,700
-0.8% -$10.9M 2.77% 13
2025
Q1
$1.26B Sell
46,971,859
-744,251
-2% -$20M 2.71% 14
2024
Q4
$1.35B Buy
47,716,110
+19,115,413
+67% +$541M 2.84% 13
2024
Q3
$1.34B Buy
28,600,697
+4,445,091
+18% +$208M 2.8% 13
2024
Q2
$1.27B Sell
24,155,606
-211,418
-0.9% -$11.1M 2.82% 13
2024
Q1
$1.23B Sell
24,367,024
-788,109
-3% -$39.9M 2.78% 13
2023
Q4
$1.16B Buy
25,155,133
+367,702
+1% +$16.9M 2.73% 14
2023
Q3
$1.02B Buy
24,787,431
+791,222
+3% +$32.7M 2.69% 14
2023
Q2
$1.03B Buy
23,996,209
+693,214
+3% +$29.7M 2.6% 15
2023
Q1
$922M Buy
23,302,995
+1,996,736
+9% +$79M 2.45% 15
2022
Q4
$787M Buy
21,306,259
+4,484,093
+27% +$166M 2.25% 15
2022
Q3
$582M Buy
16,822,166
+752,238
+5% +$26M 1.9% 19
2022
Q2
$586M Buy
16,069,928
+1,116,405
+7% +$40.7M 1.79% 20
2022
Q1
$658M Buy
14,953,523
+1,370,537
+10% +$60.3M 1.76% 20
2021
Q4
$633M Buy
13,582,986
+1,571,002
+13% +$73.2M 1.68% 21
2021
Q3
$512M Buy
12,011,984
+1,092,819
+10% +$46.6M 1.51% 23
2021
Q2
$466M Buy
10,919,165
+1,554,587
+17% +$66.3M 1.35% 23
2021
Q1
$369M Buy
9,364,578
+1,681,860
+22% +$66.3M 1.15% 26
2020
Q4
$287M Buy
7,682,718
+2,429,881
+46% +$90.9M 0.98% 28
2020
Q3
$173M Buy
5,252,837
+1,603,302
+44% +$52.9M 0.69% 30
2020
Q2
$111M Buy
3,649,535
+2,985,205
+449% +$90.6M 0.48% 34
2020
Q1
$16.7M Buy
664,330
+518,450
+355% +$13M 0.09% 48
2019
Q4
$4.61M Buy
145,880
+133,769
+1,105% +$4.22M 0.02% 61
2019
Q3
$353K Buy
12,111
+3,894
+47% +$113K ﹤0.01% 110
2019
Q2
$237K Buy
+8,217
New +$237K ﹤0.01% 96
2019
Q1
Sell
-34,866
Closed -$1.85M 111
2018
Q4
$1.85M Buy
+34,866
New +$1.85M 0.01% 67