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SEI INVESTMENTS CO: SCHG position timeline

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

SEI INVESTMENTS CO held 47,660,218 SCHG 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 47,660,218 shares
    Change vs previous 13F +95,450 shares

    1.42% of the 13F portfolio, value $1,612,821,820.

    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 47,564,768 shares
    Change vs previous 13F +3,356,829 shares

    1.28% of the 13F portfolio, value $1,385,562,200.

    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 44,207,939 shares
    Change vs previous 13F -242,930 shares

    1.42% of the 13F portfolio, value $1,442,062,960.

    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 44,450,869 shares
    Change vs previous 13F -1,294,397 shares

    1.53% of the 13F portfolio, value $1,418,428,200.

    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 45,745,266 shares
    Change vs previous 13F +4,524,057 shares

    1.55% of the 13F portfolio, value $1,336,219,520.

    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 41,221,209 shares
    Change vs previous 13F +3,062,099 shares

    1.33% of the 13F portfolio, value $1,032,178,650.

    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 38,159,110 shares
    Change vs previous 13F +28,602,115 shares

    1.37% of the 13F portfolio, value $1,063,494,380.

    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 9,556,995 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $995,648,170.

    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).