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SEI INVESTMENTS CO: SCHX position timeline

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

SEI INVESTMENTS CO held 32,299,151 SCHX 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 32,299,151 shares
    Change vs previous 13F -229,420 shares

    0.84% of the 13F portfolio, value $950,564,660.

    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 32,528,571 shares
    Change vs previous 13F +1,554,760 shares

    0.77% of the 13F portfolio, value $834,033,110.

    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 30,973,811 shares
    Change vs previous 13F -420,356 shares

    0.82% of the 13F portfolio, value $833,504,790.

    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 31,394,167 shares
    Change vs previous 13F -4,574,972 shares

    0.89% of the 13F portfolio, value $826,922,370.

    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 35,969,139 shares
    Change vs previous 13F +1,194,355 shares

    1.02% of the 13F portfolio, value $879,087,720.

    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 34,774,784 shares
    Change vs previous 13F -389,646 shares

    0.99% of the 13F portfolio, value $767,823,970.

    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 35,164,430 shares
    Change vs previous 13F +22,812,367 shares

    1.05% of the 13F portfolio, value $815,113,810.

    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 12,352,063 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $838,087,630.

    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).