SEI INVESTMENTS CO SCHV Holdings History
SEI INVESTMENTS CO's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, SEI INVESTMENTS CO held 40.64 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $1.08 Bil. This investment constitutes 1.39% of their stock portfolio, and SEI INVESTMENTS CO now holds 8.93% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q3. And since then SEI INVESTMENTS CO has made 23 purchases of SCHV, at an average price of $39.37, for a total of 46.26 Mil shares. In addition, there have been 3 sales at an average price of $54.40 for 5.62 Mil shares. Based on historical transaction data and SCHV's current price of $28.10, SEI INVESTMENTS CO's estimated gain on his SCHV holdings is $-373.45 Mil, reflecting a -20.51% gain to date.
SEI INVESTMENTS CO SCHV ($28.10) Holding Chart
SEI INVESTMENTS CO SCHV ($28.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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