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SEI INVESTMENTS CO: SCHW position timeline

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

SEI INVESTMENTS CO held 1,481,869 SCHW 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 1,481,869 shares
    Change vs previous 13F -442,136 shares

    0.12% of the 13F portfolio, value $136,730,630.

    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 1,924,005 shares
    Change vs previous 13F +432,187 shares

    0.17% of the 13F portfolio, value $180,819,908.

    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 1,491,818 shares
    Change vs previous 13F -214,504 shares

    0.15% of the 13F portfolio, value $149,055,547.

    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 1,706,322 shares
    Change vs previous 13F +160,582 shares

    0.18% of the 13F portfolio, value $162,901,123.

    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 1,545,740 shares
    Change vs previous 13F -80,472 shares

    0.16% of the 13F portfolio, value $141,032,231.

    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 1,626,212 shares
    Change vs previous 13F +371,702 shares

    0.16% of the 13F portfolio, value $127,298,745.

    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 1,254,510 shares
    Change vs previous 13F +151,778 shares

    0.12% of the 13F portfolio, value $92,844,685.

    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 1,102,732 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $71,466,606.

    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).