SEI INVESTMENTS CO SCHX Holdings History
SEI INVESTMENTS CO's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SEI INVESTMENTS CO held 34.77 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $767.82 Mil. This investment constitutes 0.99% of their stock portfolio, and SEI INVESTMENTS CO now holds 1.51% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q3. And since then SEI INVESTMENTS CO has made 11 purchases of SCHX, at an average price of $28.89, for a total of 68.61 Mil shares. In addition, there have been 15 sales at an average price of $47.11 for 33.84 Mil shares. Based on historical transaction data and SCHX's current price of $25.00, SEI INVESTMENTS CO's estimated gain on his SCHX holdings is $480.84 Mil, reflecting a 24.26% gain to date.
SEI INVESTMENTS CO SCHX ($25.00) Holding Chart
SEI INVESTMENTS CO SCHX ($25.00) 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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