Charles Schwab Corporation shares owned by Sei Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sei Investments
from 13F filings
Historical chart of Sei Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sei Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $72M | 1.1M | 64.80 |
| 2024-03-31 | $77M | 1.1M | 72.34 |
| 2023-09-30 | $50M | 916k | 54.89 |
| 2023-06-30 | $79M | 1.4M | 56.67 |
| 2023-03-31 | $68M | 1.3M | 52.38 |
| 2022-12-31 | $191M | 2.3M | 83.26 |
| 2022-09-30 | $161M | 2.2M | 71.86 |
| 2022-06-30 | $136M | 2.1M | 64.04 |
| 2022-03-31 | $193M | 2.3M | 85.24 |
| 2021-12-31 | $185M | 2.2M | 85.11 |
| 2021-09-30 | $162M | 2.1M | 75.35 |
| 2021-06-30 | $174M | 2.3M | 75.56 |
| 2021-03-31 | $130M | 2.4M | 53.73 |
| 2020-12-31 | $55M | 1.0M | 53.73 |
| 2020-09-30 | $40M | 1.1M | 37.18 |
| 2020-06-30 | $30M | 892k | 33.62 |
| 2020-03-31 | $31M | 921k | 33.36 |
| 2019-12-31 | $42M | 881k | 47.90 |
| 2019-09-30 | $32M | 774k | 41.71 |
| 2019-06-30 | $29M | 730k | 40.14 |
| 2019-03-31 | $30M | 720k | 42.22 |
| 2018-12-31 | $38M | 771k | 49.15 |
| 2018-09-30 | $37M | 757k | 49.37 |
| 2018-06-30 | $45M | 888k | 51.19 |
| 2018-03-31 | $55M | 1.1M | 52.24 |
| 2017-12-31 | $87M | 1.7M | 51.29 |
| 2017-09-30 | $82M | 1.9M | 43.80 |
| 2017-06-30 | $86M | 2.0M | 42.85 |
| 2017-03-31 | $78M | 1.9M | 40.75 |
| 2016-12-31 | $62M | 1.6M | 39.65 |
| 2016-09-30 | $45M | 1.4M | 31.62 |
| 2016-06-30 | $23M | 891k | 25.31 |
| 2016-03-31 | $26M | 936k | 27.93 |
| 2015-12-31 | $43M | 1.3M | 33.00 |
| 2015-09-30 | $5.7M | 198k | 28.71 |
| 2015-06-30 | $5.2M | 160k | 32.64 |
| 2015-03-31 | $4.0M | 130k | 30.64 |
| 2014-12-31 | $8.3M | 275k | 30.31 |