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Funds Holding SCMB

On this page, we present all of the funds holding SCMB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCMB, with a link to that fund's top holdings. The next columns indicate the amount of SCMB stock held by each of the funds holding SCMB, followed by the SCMB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding SCMB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Management Inc.. For more details on the positions held by Charles Schwab Investment Management Inc. (or by any of the other funds holding SCMB), click the fund name in the "Holder" column of the funds-holding-SCMB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Management Inc.592,762$31,185 12/31/2023
     SCMB592,762$31,185 12/31/2023
Charles Schwab Trust Co277,203$14,428 03/31/2024
     SCMB277,203$14,428 03/31/2024
Wedmont Private Capital247,221$12,759 03/31/2024
     SCMB247,221$12,759 03/31/2024
Pallas Capital Advisors LLC140,947$7,336 03/31/2024
     SCMB140,947$7,336 03/31/2024
Beaird Harris Wealth Management LLC120,091$6,318 12/31/2023
     SCMB120,091$6,318 12/31/2023
Bank of America Corp DE107,865$5,675 12/31/2023
     SCMB107,865$5,675 12/31/2023
Myecfo LLC86,500$4,502 03/31/2024
     SCMB86,500$4,502 03/31/2024
Garrett Investment Advisors LLC85,637$4,457 03/31/2024
     SCMB85,637$4,457 03/31/2024
Adviser Investments LLC65,097$3,425 12/31/2023
     SCMB65,097$3,425 12/31/2023
O ROURKE & COMPANY Inc44,568$2,320 03/31/2024
     SCMB44,568$2,320 03/31/2024
VanderPol Investments L.L.C.42,147$2,194 03/31/2024
     SCMB42,147$2,194 03/31/2024
Captrust Financial Advisors36,465$1,918 12/31/2023
     SCMB36,465$1,918 12/31/2023
SageView Advisory Group LLC34,307$1,794 12/31/2023
     SCMB34,307$1,794 12/31/2023
Envestnet Asset Management Inc.32,567$1,713 12/31/2023
     SCMB32,567$1,713 12/31/2023
Lindenwold Advisors28,250$1,486 12/31/2023
     SCMB28,250$1,486 12/31/2023
Bank of New York Mellon Corp28,400$1,478 03/31/2024
     SCMB28,400$1,478 03/31/2024
TrinityPoint Wealth LLC24,648$1,297 12/31/2023
     SCMB24,648$1,297 12/31/2023
Jane Street Group LLC23,404$1,231 12/31/2023
     SCMB23,404$1,231 12/31/2023
Wealth Enhancement Advisory Services LLC21,190$1,103 03/31/2024
     SCMB21,190$1,103 03/31/2024
Boothbay Fund Management LLC19,464$1,024 12/31/2023
     SCMB19,464$1,024 12/31/2023
Sequoia Financial Advisors LLC19,356$1,018 12/31/2023
     SCMB19,356$1,018 12/31/2023
Cetera Investment Advisers18,926$996 12/31/2023
     SCMB18,926$996 12/31/2023
AdvisorNet Financial Inc16,879$879 03/31/2024
     SCMB16,879$879 03/31/2024
Berger Financial Group Inc12,474$649 03/31/2024
     SCMB12,474$649 03/31/2024
Balboa Wealth Partners10,610$558 12/31/2023
     SCMB10,610$558 12/31/2023
Columbus Macro LLC10,186$530 03/31/2024
     SCMB10,186$530 03/31/2024
Altiora Financial Group LLC10,000$520 03/31/2024
     SCMB10,000$520 03/31/2024
AE Wealth Management LLC9,092$473 12/31/2023
     SCMB9,092$473 12/31/2023
National Asset Management Inc.8,175$430 12/31/2023
     SCMB8,175$430 12/31/2023
Gleason Group Inc.7,508$391 03/31/2024
     SCMB7,508$391 03/31/2024
Cetera Advisors LLC7,422$390 12/31/2023
     SCMB7,422$390 12/31/2023
VCI Wealth Management LLC7,150$376 12/31/2023
     SCMB7,150$376 12/31/2023
Kades & Cheifetz LLC6,865$361 12/31/2023
     SCMB6,865$361 12/31/2023
Maia Wealth LLC6,770$356 12/31/2023
     SCMB6,770$356 12/31/2023
Galvin Gaustad & Stein LLC6,744$351 03/31/2024
     SCMB6,744$351 03/31/2024
Mariner LLC6,500$342 12/31/2023
     SCMB6,500$342 12/31/2023
Paul Damon & Associates Inc.6,023$313 03/31/2024
     SCMB6,023$313 03/31/2024
Creative Financial Designs Inc. ADV5,747$302 12/31/2023
     SCMB5,747$302 12/31/2023
FF Advisors LLC5,560$289 03/31/2024
     SCMB5,560$289 03/31/2024
Cetera Advisor Networks LLC5,469$288 12/31/2023
     SCMB5,469$288 12/31/2023
Kestra Advisory Services LLC5,435$286 12/31/2023
     SCMB5,435$286 12/31/2023
OLD Mission Capital LLC4,903$258 12/31/2023
     SCMB4,903$258 12/31/2023
Nwam LLC4,400$231 12/31/2023
     SCMB4,400$231 12/31/2023
STA Wealth Management LLC4,077$215 12/31/2023
     SCMB4,077$215 12/31/2023
Advisor Group Holdings Inc.4,034$212 12/31/2023
     SCMB4,034$212 12/31/2023
Thrivent Financial for Lutherans3,962$208 12/31/2023
     SCMB3,962$208 12/31/2023
Element Wealth LLC2,240$118 12/31/2023
     SCMB2,240$118 12/31/2023
JPMorgan Chase & Co.2,011$106 12/31/2023
     SCMB2,011$106 12/31/2023
Farther Finance Advisors LLC1,600$84 12/31/2023
     SCMB1,600$84 12/31/2023
CVA Family Office LLC1,214$63 03/31/2024
     SCMB1,214$63 03/31/2024
VitalStone Financial LLC1,176$62 12/31/2023
     SCMB1,176$62 12/31/2023
EPG Wealth Management LLC375$19 12/31/2023
     SCMB375$19 12/31/2023
Advisory Services Network LLC205$11 12/31/2023
     SCMB205$11 12/31/2023
Aptus Capital Advisors LLC205$11 12/31/2023
     SCMB205$11 12/31/2023
Capital Investment Advisory Services LLC125$7 03/31/2024
     SCMB125$7 03/31/2024
Pflug Koory LLC6$0 03/31/2024
     SCMB6$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     SCMB0$0 12/31/2023

See Summary: Institutional Holders of SCMB
See Details: Top 10 Hedge Funds Holding SCMB
Also See: SCMB Holdings Changes

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