SEI Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

SEI Investments’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$511K	Buy	17,629 +2,812	+19%	+$78.7K	﹤0.01%	2628
2026 Q1	$372K	Buy	+14,817	New	+$389K	﹤0.01%	2756
2019 Q1	–	Sell	-672	Closed	-$5K	–	2970
2018 Q4	$5K	Sell	672 -216	-24%	-$2.34K	﹤0.01%	2586
2018 Q3	$7K	Sell	888 -1,836	-67%	-$21.2K	﹤0.01%	2437
2018 Q2	$30K	Sell	2,724 -28,590	-91%	-$313K	﹤0.01%	2669
2018 Q1	$333K	Sell	31,314 -95,982	-75%	-$1.05M	﹤0.01%	1729
2017 Q4	$1.37M	Buy	127,296 +119,556	+1,545%	+$1.25M	﹤0.01%	1421
2017 Q3	$78K	Buy	7,740 +354	+5%	+$3.51K	﹤0.01%	2160
2017 Q2	$72K	Buy	+7,386	New	+$71.3K	﹤0.01%	2157
2017 Q1	–	Sell	-126,654	Closed	-$1.14M	–	3056
2016 Q4	$1.14M	Buy	126,654 +124,932	+7,255%	+$1.1M	0.01%	1325
2016 Q3	$15K	Buy	1,722 +234	+16%	+$2.03K	﹤0.01%	2333
2016 Q2	$12K	Hold	1,488	–	–	﹤0.01%	2241
2016 Q1	$12K	Buy	+1,488	New	+$11.6K	﹤0.01%	2149
2015 Q4	–	Sell	-5,496	Closed	-$42K	–	2664
2015 Q3	$42K	Hold	5,496	–	–	﹤0.01%	1950
2015 Q2	$46K	Sell	5,496 -3,816	-41%	-$32.6K	﹤0.01%	1698
2015 Q1	$78K	Buy	+9,312	New	+$77.9K	﹤0.01%	1607

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

SEI Investments's SCHB Position: Q2 2026 in Review

SEI Investments increased its Schwab US Broad Market ETF (SCHB) stake by 19% in Q2 2026, buying an estimated $78.7K and bringing the position to 17,629 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

SEI Investments first reported a position in SCHB in Q1 2015 and has held it in 16 quarters since. The position peaked at $1.37M in Q4 2017. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

SEI Investments held 17,629 shares of Schwab US Broad Market ETF worth $511K as of Q2 2026.
SEI Investments bought 2,812 Schwab US Broad Market ETF shares in Q2 2026, an estimated $78.7K.
Schwab US Broad Market ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2628 holding.
SEI Investments first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 16 quarters since.
SEI Investments's Schwab US Broad Market ETF position peaked at $1.37M in Q4 2017.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.