Charles Schwab’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.2M | Sell |
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|
2025
Q2 | $59.9M | Sell |
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|
2025
Q1 | $52.1M | Buy |
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|
2024
Q4 | $55.1M | Buy |
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|
2024
Q3 | $46M | Sell |
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|
2024
Q2 | $43.2M | Buy |
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|
2024
Q1 | $46.9M | Sell |
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|
2023
Q4 | $41.7M | Buy |
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|
2023
Q3 | $38.7M | Buy |
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|
2023
Q2 | $38.1M | Sell |
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|
2023
Q1 | $37.1M | Sell |
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|
2022
Q4 | $37.7M | Buy |
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|
2022
Q3 | $30.7M | Buy |
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|
2022
Q2 | $32.9M | Buy |
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|
2022
Q1 | $36.4M | Buy |
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|
2021
Q4 | $35.6M | Buy |
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|
2021
Q3 | $34.2M | Sell |
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|
2021
Q2 | $37.9M | Buy |
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|
2021
Q1 | $36.5M | Buy |
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|
2020
Q4 | $33.9M | Buy |
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|
2020
Q3 | $29.8M | Sell |
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|
2020
Q2 | $35.3M | Sell |
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|
2020
Q1 | $30M | Buy |
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|
2019
Q4 | $41.5M | Buy |
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|
2019
Q3 | $37.1M | Buy |
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|
2019
Q2 | $34M | Buy |
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|
2019
Q1 | $31.1M | Sell |
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|
2018
Q4 | $29.1M | Buy |
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|
2018
Q3 | $35.2M | Sell |
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|
2018
Q2 | $42.3M | Buy |
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|
2018
Q1 | $47M | Buy |
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|
2017
Q4 | $39.9M | Buy |
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|
2017
Q3 | $28.8M | Buy |
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|
2017
Q2 | $22.7M | Sell |
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|
2017
Q1 | $25.9M | Buy |
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|
2016
Q4 | $23.4M | Buy |
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|
2016
Q3 | $19.9M | Buy |
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|
2016
Q2 | $20M | Buy |
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|
2016
Q1 | $17.4M | Buy |
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|
2015
Q4 | $19.9M | Buy |
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|
2015
Q3 | $17.5M | Buy |
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|
2015
Q2 | $17.3M | Buy |
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|
2015
Q1 | $14.4M | Buy |
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|
2014
Q4 | $12.5M | Buy |
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|
2014
Q3 | $10.6M | Sell |
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|
2014
Q2 | $9.68M | Sell |
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|
2014
Q1 | $10.8M | Buy |
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|
2013
Q4 | $10.3M | Buy |
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|
2013
Q3 | $6.8M | Buy |
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|
2013
Q2 | $5.44M | Buy |
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