SEI Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $834M | Buy |
32,528,571
+1,554,760
| +5% | +$41.7M | 0.77% | 15 |
|
|
2025
Q4 | $834M | Sell |
30,973,811
-420,356
| -1% | -$11.2M | 0.82% | 14 |
|
|
2025
Q3 | $827M | Sell |
31,394,167
-4,574,972
| -13% | -$116M | 0.89% | 14 |
|
|
2025
Q2 | $879M | Buy |
35,969,139
+1,194,355
| +3% | +$27M | 1.02% | 11 |
|
|
2025
Q1 | $768M | Sell |
34,774,784
-389,646
| -1% | -$9.07M | 0.99% | 10 |
|
|
2024
Q4 | $815M | Sell |
35,164,430
-1,891,759
| -5% | -$44.1M | 1.05% | 10 |
|
|
2024
Q3 | $838M | Sell |
37,056,189
-529,095
| -1% | -$11.5M | 1.09% | 9 |
|
|
2024
Q2 | $805M | Sell |
37,585,284
-514,299
| -1% | -$10.6M | 1.14% | 10 |
|
|
2024
Q1 | $788M | Sell |
38,099,583
-33,357,135
| -47% | -$657M | 1.15% | 9 |
|
|
2023
Q4 | $1.34B | Sell |
71,456,718
-739,437
| -1% | -$13M | 2.16% | 3 |
|
|
2023
Q3 | $1.22B | Sell |
72,196,155
-8,346,978
| -10% | -$146M | 2.19% | 3 |
|
|
2023
Q2 | $1.41B | Sell |
80,543,133
-9,151,440
| -10% | -$151M | 2.45% | 2 |
|
|
2023
Q1 | $1.45B | Buy |
89,694,573
+1,749,729
| +2% | +$27.5M | 2.69% | 2 |
|
|
2022
Q4 | $1.32B | Sell |
87,944,844
-4,441,677
| -5% | -$67.2M | 2.94% | 3 |
|
|
2022
Q3 | $1.3B | Buy |
92,386,521
+1,663,776
| +2% | +$26.1M | 2.91% | 2 |
|
|
2022
Q2 | $1.35B | Buy |
90,722,745
+1,854,954
| +2% | +$30.1M | 2.92% | 2 |
|
|
2022
Q1 | $1.6B | Buy |
88,867,791
+595,143
| +0.7% | +$10.5M | 3.21% | 2 |
|
|
2021
Q4 | $1.67B | Sell |
88,272,648
-469,170
| -0.5% | -$8.67M | 3.14% | 1 |
|
|
2021
Q3 | $1.54B | Sell |
88,741,818
-353,790
| -0.4% | -$6.31M | 3.23% | 1 |
|
|
2021
Q2 | $1.54B | Sell |
89,095,608
-168,144
| -0.2% | -$2.84M | 3.42% | 1 |
|
|
2021
Q1 | $1.35B | Hold |
89,263,752
| – | – | 3.41% | 1 |
|
|
2020
Q4 | $1.35B | Sell |
89,263,752
-14,678,058
| -14% | -$210M | 3.5% | 1 |
|
|
2020
Q3 | $1.4B | Sell |
103,941,810
-5,622,048
| -5% | -$74.7M | 4.05% | 1 |
|
|
2020
Q2 | $1.35B | Sell |
109,563,858
-2,975,724
| -3% | -$34.7M | 4.2% | 1 |
|
|
2020
Q1 | $1.15B | Buy |
112,539,582
+6,833,508
| +6% | +$83M | 4.22% | 1 |
|
|
2019
Q4 | $1.35B | Sell |
105,706,074
-4,144,524
| -4% | -$50.8M | 4.04% | 1 |
|
|
2019
Q3 | $1.3B | Buy |
109,850,598
+5,667,132
| +5% | +$66.8M | 3.32% | 2 |
|
|
2019
Q2 | $1.22B | Buy |
104,183,466
+24,988,416
| +32% | +$287M | 3.98% | 1 |
|
|
2019
Q1 | $892M | Sell |
79,195,050
-9,701,604
| -11% | -$105M | 3% | 3 |
|
|
2018
Q4 | $884M | Buy |
88,896,654
+3,704,196
| +4% | +$39.8M | 3.15% | 1 |
|
|
2018
Q3 | $988M | Buy |
85,192,458
+85,173,174
| +441,678% | +$968M | 3.58% | 1 |
|
|
2018
Q2 | $209K | Buy |
19,284
+6,696
| +53% | +$72.2K | ﹤0.01% | 2051 |
|
|
2018
Q1 | $132K | Sell |
12,588
-14,022
| -53% | -$153K | ﹤0.01% | 2034 |
|
|
2017
Q4 | $282K | Buy |
+26,610
| New | +$276K | ﹤0.01% | 1817 |
|
|
2017
Q2 | – | Sell |
-924
| Closed | -$9K | – | 3255 |
|
|
2017
Q1 | $9K | Sell |
924
-20,556
| -96% | -$190K | ﹤0.01% | 2483 |
|
|
2016
Q4 | $191K | Buy |
+21,480
| New | +$187K | ﹤0.01% | 1798 |
|
|
2016
Q2 | – | Sell |
-1,506
| Closed | -$12K | – | 2738 |
|
|
2016
Q1 | $12K | Buy |
+1,506
| New | +$11.6K | ﹤0.01% | 2150 |
|
Other funds holding SCHX
HSA
MGIA
SFG
DE
SEI Investments's SCHX Position: Q1 2026 in Review
SEI Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 5% in Q1 2026, buying an estimated $41.7M and bringing the position to 32,528,571 shares worth $834M. The position accounts for 0.77% of the portfolio, ranked #15.
SEI Investments first reported a position in SCHX in Q1 2016 and has held it in 37 quarters since. The position peaked at $1.67B in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- SEI Investments held 32,528,571 shares of Schwab US Large- Cap ETF worth $834M as of Q1 2026.
- SEI Investments bought 1,554,760 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $41.7M.
- Schwab US Large- Cap ETF made up 0.77% of SEI Investments's portfolio in Q1 2026, its #15 holding.
- SEI Investments first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 37 quarters since.
- SEI Investments's Schwab US Large- Cap ETF position peaked at $1.67B in Q4 2021.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.