Compare · SCHW vs SEIC
SCHW vs SEIC
Side-by-side comparison of Charles Schwab Corporation (SCHW) and SEI Investments Company (SEIC): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both SCHW and SEIC operate in Investment Bankers/Brokers/Service (Finance), so they compete in similar markets.
- SCHW is the larger of the two at $162.83B, about 12.9x SEIC ($12.63B).
- SCHW has been more active in the news (18 items in the past 4 weeks vs 8 for SEIC).
- SCHW has more recent analyst coverage (25 ratings vs 15 for SEIC).
Charles Schwab Corporation
The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
SEI Investments Company
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
Latest SCHW
- SEC Form 8-K filed by Charles Schwab Corporation
- TGE Value Creative Solutions Celebrates Recent NYSE Listing: NYSE Content Update
- Schwab Delivers Record Net New Assets & Earnings
- Evercore ISI initiated coverage on Charles Schwab with a new price target
- Six in 10 Cryptocurrency Investors Expect to Increase Their Holdings as Investors Consider Digital Assets’ Role in Wealth Building, Schwab Modern Wealth Survey Finds
- SEC Form CERT filed by Charles Schwab Corporation
- SEC Form 8-A12B filed by Charles Schwab Corporation
- SEC Form 4 filed by Charles Schwab Corporation
- SEC Form 4 filed by Charles Schwab Corporation
- SEC Form 4 filed by Charles Schwab Corporation
Latest SEIC
- SEI Appoints Kristie Edling-Day as Chief Information Officer
- SEI to Announce Third-Quarter 2026 Earnings on Wednesday, October 21, 2026
- SEI Integrates with ICE ETF Hub to Strengthen ETF Order Management Capabilities
- Wells Fargo initiated coverage on SEI Investments with a new price target
- Chairman Emeritus West Alfred P Jr sold $3,501,662 worth of shares (33,877 units at $103.36), decreasing direct ownership by 0.50% to 6,784,574 units (SEC Form 4)
- SEI Opens Singapore Office to Support Growing Asset Management Sector in Asia
- Executive Vice President Lane Michael sold $246,672 worth of shares (2,400 units at $102.78), decreasing direct ownership by 6% to 39,581 units (SEC Form 4)
- SEI Enhances Integrated Tax Management Capabilities for Greater Portfolio Flexibility and After-Tax Outcomes
- SEI Investments upgraded by William Blair
- Chief Executive Officer Hicke Ryan exercised 37,500 shares at a strike of $56.98 and sold $4,151,662 worth of shares (37,500 units at $110.71) (SEC Form 4)