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SEI INVESTMENTS CO: SCHV position timeline

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

SEI INVESTMENTS CO held 45,024,906 SCHV 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 45,024,906 shares
    Change vs previous 13F +256,400 shares

    1.38% of the 13F portfolio, value $1,567,316,960.

    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 44,768,506 shares
    Change vs previous 13F -1,014,616 shares

    1.26% of the 13F portfolio, value $1,365,447,120.

    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 45,783,122 shares
    Change vs previous 13F +1,425,827 shares

    1.34% of the 13F portfolio, value $1,355,639,310.

    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 44,357,295 shares
    Change vs previous 13F +1,295,102 shares

    1.39% of the 13F portfolio, value $1,291,241,560.

    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 43,062,193 shares
    Change vs previous 13F +2,420,337 shares

    1.38% of the 13F portfolio, value $1,191,531,610.

    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 40,641,856 shares
    Change vs previous 13F +1,727,256 shares

    1.39% of the 13F portfolio, value $1,080,260,950.

    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 38,914,600 shares
    Change vs previous 13F +26,780,137 shares

    1.3% of the 13F portfolio, value $1,014,503,520.

    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 12,134,463 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $975,245,770.

    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).