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.
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 |
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 |
Bank of New York Mellon Corp | 28,400 | $1,478 | 03/31/2024 |
SCMB | 28,400 | $1,478 | 03/31/2024 |
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 |
Paul Damon & Associates Inc. | 6,023 | $313 | 03/31/2024 |
SCMB | 6,023 | $313 | 03/31/2024 |
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 |
EPG Wealth Management LLC | 375 | $19 | 12/31/2023 |
SCMB | 375 | $19 | 12/31/2023 |
Advisory Services Network LLC | 205 | $11 | 12/31/2023 |
SCMB | 205 | $11 | 12/31/2023 |
Aptus Capital Advisors LLC | 205 | $11 | 12/31/2023 |
SCMB | 205 | $11 | 12/31/2023 |
Capital Investment Advisory Services LLC | 125 | $7 | 03/31/2024 |
SCMB | 125 | $7 | 03/31/2024 |
Pflug Koory LLC | 6 | $0 | 03/31/2024 |
SCMB | 6 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SCMB | 0 | $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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