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There is a long list of 54 institutional holders of SCMB within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCMB by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCMB table below,
the initial column indicates the name of each top institutional holder of SCMB, with a link to that fund's top holdings. The next columns
indicate the amount of SCMB stock held by each of the institutional holders of SCMB, followed by the SCMB position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Charles Schwab Investment Management Inc. | 592,762 | $31,185 | 12/31/2023 | | SCMB | 592,762 | $31,185 | 12/31/2023 | | Charles Schwab Trust Co | 277,203 | $14,428 | 03/31/2024 | | SCMB | 277,203 | $14,428 | 03/31/2024 | | Wedmont Private Capital | 247,221 | $12,759 | 03/31/2024 | | SCMB | 247,221 | $12,759 | 03/31/2024 | | Pallas Capital Advisors LLC | 140,947 | $7,336 | 03/31/2024 | | SCMB | 140,947 | $7,336 | 03/31/2024 | | Beaird Harris Wealth Management LLC | 120,091 | $6,318 | 12/31/2023 | | SCMB | 120,091 | $6,318 | 12/31/2023 | | Bank of America Corp DE | 107,865 | $5,675 | 12/31/2023 | | SCMB | 107,865 | $5,675 | 12/31/2023 | | Myecfo LLC | 86,500 | $4,502 | 03/31/2024 | | SCMB | 86,500 | $4,502 | 03/31/2024 | | Garrett Investment Advisors LLC | 85,637 | $4,457 | 03/31/2024 | | SCMB | 85,637 | $4,457 | 03/31/2024 | | Adviser Investments LLC | 65,097 | $3,425 | 12/31/2023 | | SCMB | 65,097 | $3,425 | 12/31/2023 | | O ROURKE & COMPANY Inc | 44,568 | $2,320 | 03/31/2024 | | SCMB | 44,568 | $2,320 | 03/31/2024 | | VanderPol Investments L.L.C. | 42,147 | $2,194 | 03/31/2024 | | SCMB | 42,147 | $2,194 | 03/31/2024 | | Carl Stuart Investment Advisor Inc. | 39,627 | $2,085 | 12/31/2023 | | SCMB | 39,627 | $2,085 | 12/31/2023 | | Captrust Financial Advisors | 36,465 | $1,918 | 12/31/2023 | | SCMB | 36,465 | $1,918 | 12/31/2023 | | SageView Advisory Group LLC | 34,307 | $1,794 | 12/31/2023 | | SCMB | 34,307 | $1,794 | 12/31/2023 | | Envestnet Asset Management Inc. | 32,567 | $1,713 | 12/31/2023 | | SCMB | 32,567 | $1,713 | 12/31/2023 | | Lindenwold Advisors | 28,250 | $1,486 | 12/31/2023 | | SCMB | 28,250 | $1,486 | 12/31/2023 | | TrinityPoint Wealth LLC | 24,648 | $1,297 | 12/31/2023 | | SCMB | 24,648 | $1,297 | 12/31/2023 | | Jane Street Group LLC | 23,404 | $1,231 | 12/31/2023 | | SCMB | 23,404 | $1,231 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 21,190 | $1,103 | 03/31/2024 | | SCMB | 21,190 | $1,103 | 03/31/2024 | | Boothbay Fund Management LLC | 19,464 | $1,024 | 12/31/2023 | | SCMB | 19,464 | $1,024 | 12/31/2023 | | Sequoia Financial Advisors LLC | 19,356 | $1,018 | 12/31/2023 | | SCMB | 19,356 | $1,018 | 12/31/2023 | | Cetera Investment Advisers | 18,926 | $996 | 12/31/2023 | | SCMB | 18,926 | $996 | 12/31/2023 | | AdvisorNet Financial Inc | 16,879 | $879 | 03/31/2024 | | SCMB | 16,879 | $879 | 03/31/2024 | | Berger Financial Group Inc | 12,474 | $649 | 03/31/2024 | | SCMB | 12,474 | $649 | 03/31/2024 | | Balboa Wealth Partners | 10,610 | $558 | 12/31/2023 | | SCMB | 10,610 | $558 | 12/31/2023 | | Columbus Macro LLC | 10,186 | $530 | 03/31/2024 | | SCMB | 10,186 | $530 | 03/31/2024 | | Altiora Financial Group LLC | 10,000 | $520 | 03/31/2024 | | SCMB | 10,000 | $520 | 03/31/2024 | | AE Wealth Management LLC | 9,092 | $473 | 12/31/2023 | | SCMB | 9,092 | $473 | 12/31/2023 | | National Asset Management Inc. | 8,175 | $430 | 12/31/2023 | | SCMB | 8,175 | $430 | 12/31/2023 | | Gleason Group Inc. | 7,508 | $391 | 03/31/2024 | | SCMB | 7,508 | $391 | 03/31/2024 | | Cetera Advisors LLC | 7,422 | $390 | 12/31/2023 | | SCMB | 7,422 | $390 | 12/31/2023 | | VCI Wealth Management LLC | 7,150 | $376 | 12/31/2023 | | SCMB | 7,150 | $376 | 12/31/2023 | | Kades & Cheifetz LLC | 6,865 | $361 | 12/31/2023 | | SCMB | 6,865 | $361 | 12/31/2023 | | Maia Wealth LLC | 6,770 | $356 | 12/31/2023 | | SCMB | 6,770 | $356 | 12/31/2023 | | Galvin Gaustad & Stein LLC | 6,744 | $351 | 03/31/2024 | | SCMB | 6,744 | $351 | 03/31/2024 | | Mariner LLC | 6,500 | $342 | 12/31/2023 | | SCMB | 6,500 | $342 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 5,747 | $302 | 12/31/2023 | | SCMB | 5,747 | $302 | 12/31/2023 | | FF Advisors LLC | 5,560 | $289 | 03/31/2024 | | SCMB | 5,560 | $289 | 03/31/2024 | | Cetera Advisor Networks LLC | 5,469 | $288 | 12/31/2023 | | SCMB | 5,469 | $288 | 12/31/2023 | | Kestra Advisory Services LLC | 5,435 | $286 | 12/31/2023 | | SCMB | 5,435 | $286 | 12/31/2023 | | OLD Mission Capital LLC | 4,903 | $258 | 12/31/2023 | | SCMB | 4,903 | $258 | 12/31/2023 | | Nwam LLC | 4,400 | $231 | 12/31/2023 | | SCMB | 4,400 | $231 | 12/31/2023 | | STA Wealth Management LLC | 4,077 | $215 | 12/31/2023 | | SCMB | 4,077 | $215 | 12/31/2023 | | Advisor Group Holdings Inc. | 4,034 | $212 | 12/31/2023 | | SCMB | 4,034 | $212 | 12/31/2023 | | Thrivent Financial for Lutherans | 3,962 | $208 | 12/31/2023 | | SCMB | 3,962 | $208 | 12/31/2023 | | Element Wealth LLC | 2,240 | $118 | 12/31/2023 | | SCMB | 2,240 | $118 | 12/31/2023 | | JPMorgan Chase & Co. | 2,011 | $106 | 12/31/2023 | | SCMB | 2,011 | $106 | 12/31/2023 | | Farther Finance Advisors LLC | 1,600 | $84 | 12/31/2023 | | SCMB | 1,600 | $84 | 12/31/2023 | | CVA Family Office LLC | 1,214 | $63 | 03/31/2024 | | SCMB | 1,214 | $63 | 03/31/2024 | | VitalStone Financial LLC | 1,176 | $62 | 12/31/2023 | | SCMB | 1,176 | $62 | 12/31/2023 |
See All: Funds Holding SCMB
See Details: Top 10 Hedge Funds Holding SCMB
Also See: SCMB Holdings Changes
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