Financial Engines Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Financial Engines Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.95M	Buy	100,082 +2,777	+3%	+$79.3K	0.01%	198
2026 Q1	$2.49M	Sell	97,305 -84,589	-47%	-$2.27M	0.01%	205
2025 Q4	$4.89M	Sell	181,894 -2,599	-1%	-$69.4K	0.01%	148
2025 Q3	$4.86M	Sell	184,493 -3,184	-2%	-$80.9K	0.01%	150
2025 Q2	$4.59M	Buy	187,677 +2,800	+2%	+$63.3K	0.01%	152
2025 Q1	$4.08M	Sell	184,877 -3,071	-2%	-$71.5K	0.01%	144
2024 Q4	$4.36M	Sell	187,948 -22,640	-11%	-$528K	0.01%	146
2024 Q3	$4.08M	Buy	210,588 +35,019	+20%	+$763K	0.01%	134
2024 Q2	$3.77M	Buy	175,569 +132	+0.1%	+$2.73K	0.01%	135
2024 Q1	$3.63M	Sell	175,437 -4,020	-2%	-$79.1K	0.01%	128
2023 Q4	$3.37M	Sell	179,457 -1,221	-0.7%	-$21.4K	0.01%	118
2023 Q3	$3.05M	Buy	180,678 +2,034	+1%	+$35.7K	0.01%	107
2023 Q2	$3.12M	Sell	178,644 -3,744	-2%	-$61.8K	0.01%	110
2023 Q1	$2.94M	Sell	182,388 -5,712	-3%	-$89.9K	0.01%	115
2022 Q4	$2.83M	Sell	188,100 -44,916	-19%	-$680K	0.01%	115
2022 Q3	$3.29M	Sell	233,016 -36,144	-13%	-$567K	0.01%	96
2022 Q2	$4.01M	Sell	269,160 -26,400	-9%	-$428K	0.01%	90
2022 Q1	$5.3M	Buy	295,560 +170,880	+137%	+$3.03M	0.01%	80
2021 Q4	$2.37M	Buy	124,680 +3,318	+3%	+$61.3K	0.01%	86
2021 Q3	$2.1M	Buy	121,362 +8,934	+8%	+$159K	0.01%	86
2021 Q2	$1.95M	Buy	112,428 +11,220	+11%	+$189K	0.01%	74
2021 Q1	$1.62M	Sell	101,208 -5,418	-5%	-$84.9K	0.01%	92
2020 Q4	$1.62M	Sell	106,626 -51,192	-32%	-$733K	0.01%	92
2020 Q3	$2.12M	Buy	157,818 +28,806	+22%	+$383K	0.01%	83
2020 Q2	$1.59M	Buy	129,012 +81,390	+171%	+$949K	0.01%	84
2020 Q1	$486K	Buy	+47,622	New	+$578K	﹤0.01%	116
2018 Q4	–	Sell	-1,878	Closed	-$22K	–	169
2018 Q3	$22K	Buy	+1,878	New	+$21.4K	﹤0.01%	76

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Financial Engines Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q2 2026, buying an estimated $79.3K and bringing the position to 100,082 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #198.

Financial Engines Advisors first reported a position in SCHX in Q3 2018 and has held it in 27 quarters since. The position peaked at $5.3M in Q1 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Financial Engines Advisors held 100,082 shares of Schwab US Large- Cap ETF worth $2.95M as of Q2 2026.
Financial Engines Advisors bought 2,777 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $79.3K.
Schwab US Large- Cap ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #198 holding.
Financial Engines Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 27 quarters since.
Financial Engines Advisors's Schwab US Large- Cap ETF position peaked at $5.3M in Q1 2022.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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