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SEI INVESTMENTS CO: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on SCHD, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 179,578 SCHD 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 179,578 shares
    Change vs previous 13F -2,456 shares

    0.01% of the 13F portfolio, value $5,694,430.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 182,034 shares
    Change vs previous 13F -919 shares

    0.01% of the 13F portfolio, value $5,584,800.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 182,953 shares
    Change vs previous 13F +4,587 shares

    <0.01% of the 13F portfolio, value $5,018,370.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 178,366 shares
    Change vs previous 13F -3,100 shares

    0.01% of the 13F portfolio, value $4,869,430.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 181,466 shares
    Change vs previous 13F +4,551 shares

    0.01% of the 13F portfolio, value $4,808,920.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 176,915 shares
    Change vs previous 13F -4,898 shares

    0.01% of the 13F portfolio, value $4,946,640.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 181,813 shares
    Change vs previous 13F +117,850 shares

    0.01% of the 13F portfolio, value $4,967,120.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 63,963 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,406,750.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).