Strategic Wealth Partners’s Service Corp International SCI Stock Holding History

Strategic Wealth Partners’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$990	Hold	13	–	–	﹤0.01%	988
2026 Q2	$987	Sell	13 -110	-89%	-$8.6K	﹤0.01%	1280
2026 Q1	$10.1K	Hold	123	–	–	﹤0.01%	890
2025 Q4	$9.6K	Hold	123	–	–	﹤0.01%	902
2025 Q3	$10.2K	Hold	123	–	–	﹤0.01%	890
2025 Q2	$10K	Buy	+123	New	+$9.6K	﹤0.01%	787
2021 Q1	–	Sell	-18,572	Closed	-$912K	–	209
2020 Q4	$912K	Sell	18,572 -634	-3%	-$30.1K	0.38%	69
2020 Q3	$810K	Buy	19,206 +2,622	+16%	+$112K	0.41%	67
2020 Q2	$645K	Buy	+16,584	New	+$637K	0.33%	80

Other funds holding SCI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Strategic Wealth Partners's SCI Position: Q3 2026 in Review

Strategic Wealth Partners held its Service Corp International (SCI) position steady in Q3 2026 at 13 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Strategic Wealth Partners first reported a position in SCI in Q2 2020 and has held it in 9 quarters since. The position peaked at $912K in Q4 2020. 483 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

Strategic Wealth Partners held 13 shares of Service Corp International worth $990 as of Q3 2026.
Strategic Wealth Partners left its Service Corp International share count unchanged in Q3 2026.
Service Corp International made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #988 holding.
Strategic Wealth Partners first reported a position in Service Corp International in Q2 2020 and has held it in 9 quarters since.
Strategic Wealth Partners's Service Corp International position peaked at $912K in Q4 2020.
483 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.