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Institutions Holding SCMB (167 holders)

167 institutions currently hold SCMB, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.7B0.26%
BANK OF AMERICA CORP /DE/$559.5M0.04%
JONES FINANCIAL COMPANIES LLLP$75.4M0.04%
Avidian Wealth Enterprises, LLC$38.2M1.21%
Charles Schwab Trust Co$24.2M1.57%
JANE STREET GROUP, LLC$22.1M0.00%
Pallas Capital Advisors LLC$21.5M0.81%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$19.9M0.12%
Creative Planning$19.1M0.01%
ENVESTNET ASSET MANAGEMENT INC$18.5M0.00%
Fort Point Capital Partners LLC$17.9M2.19%
Wedmont Private Capital$12.7M0.41%
OLD MISSION CAPITAL LLC$10.1M0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.4M0.02%
Quantinno Capital Management LP$7.7M0.01%
MML INVESTORS SERVICES, LLC$7.2M0.02%
CGN Advisors LLC$6.9M0.55%
RWA WEALTH PARTNERS, LLC$6.1M0.07%
SMITH, MOORE & CO.$6.0M0.43%
Perigon Wealth Management, LLC$5.4M0.10%
NATIXIS ADVISORS, LLC$4.9M0.01%
Beaird Harris Wealth Management, LLC$4.9M0.33%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$4.6M0.06%
MYECFO, LLC$4.5M1.88%
Waverly Advisors, LLC$3.7M0.03%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$3.6M0.56%
JPMORGAN CHASE & CO$3.5M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.5M0.00%
Tower Research Capital LLC (TRC)$3.4M0.09%
MANNING & NAPIER ADVISORS LLC$3.0M0.04%
Torrey Growth & Income Advisors$2.6M1.11%
Investment Planning Advisors, Inc.$2.3M0.64%
RAYMOND JAMES FINANCIAL INC$2.3M0.00%
CAPTRUST FINANCIAL ADVISORS$2.1M0.00%
Janney Montgomery Scott LLC$2.0M0.01%
Breakwater Investment Management$1.9M0.70%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M0.00%
DONALDSON CAPITAL MANAGEMENT, LLC$1.8M0.06%
Cetera Investment Advisers$1.7M0.00%
O'ROURKE & COMPANY, Inc$1.7M0.67%
GREAT VALLEY ADVISOR GROUP, INC.$1.7M0.03%
TSA Wealth Managment LLC$1.7M0.54%
AQR CAPITAL MANAGEMENT LLC$1.7M0.00%
Mariner, LLC$1.6M0.00%
Compass Financial Group, INC/SD$1.6M0.22%
CREATIVE FINANCIAL DESIGNS INC /ADV$1.5M0.09%
NewEdge Wealth, LLC$1.5M0.02%
Shared Vision Wealth Group LLC$1.5M0.60%
Ackerman Capital Advisors, LLC$1.4M0.28%
Meridian Wealth Management, LLC$1.4M0.05%
IFP Advisors, Inc$1.4M0.03%
OSAIC HOLDINGS, INC.$1.4M0.00%
ROYAL BANK OF CANADA$1.3M0.00%
CORE WEALTH ADVISORS, LLC$1.3M0.99%
CHOREO, LLC$1.3M0.02%
Columbus Macro, LLC$1.2M0.13%
COMMONWEALTH EQUITY SERVICES, LLC$1.2M0.00%
Francis Financial, Inc.$1.1M0.20%
LPL Financial LLC$1.1M0.00%
Cambridge Investment Research Advisors, Inc.$1.0M0.00%
RENAISSANCE TECHNOLOGIES LLC$1.0M0.00%
STOLZ & ASSOCIATES, PS$989.1K0.69%
Northeast Financial Group, Inc.$978.2K0.24%
MERCER GLOBAL ADVISORS INC /ADV$970.0K0.00%
HARBOUR INVESTMENTS, INC.$937.1K0.01%
Legacy Wealth Management, LLC$929.9K0.05%
Family Capital Management, Inc.$908.3K0.40%
Archer Investment Management, LLC$896.9K0.38%
NewCorp Financial Services, Inc.$895.3K0.78%
Pasadena Private Wealth, LLC$846.9K0.12%
Sequoia Financial Advisors, LLC$842.5K0.00%
Alteri Wealth LLC$819.1K0.27%
Kestra Advisory Services, LLC$812.6K0.00%
Wescott Financial Advisory Group, LLC$789.8K0.07%
Gleason Group, Inc.$692.4K0.07%
AdvisorNet Financial, Inc$675.9K0.03%
Asset Allocation Strategies LLC$653.7K0.12%
Coastal Bridge Advisors, LLC$644.5K0.05%
MAI Capital Management$611.5K0.00%
Blueprint Financial Advisors LLC$601.2K0.09%
Blueprint Investment Partners LLC$601.2K0.06%
CAP Partners, LLC$580.1K0.33%
PEAPACK GLADSTONE FINANCIAL CORP$576.0K0.01%
Advyzon Investment Management, LLC$571.1K0.05%
Clear Creek Financial Management, LLC$571.1K0.04%
CITADEL ADVISORS LLC$534.5K0.00%
FMR LLC$528.6K0.00%
Berger Financial Group, Inc$527.4K0.03%
HighTower Advisors, LLC$522.9K0.00%
Altiora Financial Group, LLC$509.6K0.08%
Symmetry Partners, LLC$500.0K0.03%
GILL CAPITAL PARTNERS, LLC$493.1K0.14%
CreativeOne Wealth, LLC$476.9K0.01%
Golden Bell Financial Planning LLC$457.8K0.36%
FF Advisors,LLC$433.4K0.18%
Unify Financial Advisors$433.2K0.45%
Galvin, Gaustad & Stein, LLC$424.7K0.03%
Revisor Wealth Management LLC$418.9K0.12%
Roan Capital Partners$415.8K0.38%
Grant Street Asset Management, Inc.$412.8K0.08%
CHAPMAN FINANCIAL GROUP, LLC$410.2K0.29%
Spire Wealth Management$394.7K0.01%
Continuum Advisory, LLC$382.3K0.04%
FIDUCIARY FINANCIAL GROUP, LLC$382.0K0.05%
Concurrent Investment Advisors, LLC$370.9K0.00%
Gemmer Asset Management LLC$366.1K0.03%
Advisory Alpha, LLC$335.4K0.01%
BURLING WEALTH PARTNERS, LLC$321.7K0.05%
Hoxton Planning & Management, LLC$321.3K0.10%
Corient Private Wealth LLC$320.1K0.00%
Canal Capital Management, LLC$318.8K0.04%
HRT FINANCIAL LP$316.0K0.00%
Savvy Advisors, Inc.$310.9K0.01%
January Capital Advisors LLC$306.4K0.41%
CERTUITY, LLC$303.1K0.02%
Cape Investment Advisory, Inc.$289.3K0.10%
Thrivent Financial for Lutherans$264.0K0.00%
Focus Partners Wealth$256.1K0.00%
VCI Wealth Management LLC$254.7K0.07%
OneDigital Investment Advisors LLC$250.3K0.00%
Breakwater Capital Group$248.7K0.03%
Bedel Financial Consulting, Inc.$247.9K0.03%
JOHNSON INVESTMENT COUNSEL INC$242.3K0.00%
Northern Lights Advisors, Inc.$241.7K0.16%
RMG Wealth Management LLC$237.2K0.03%
Heartwood Wealth Advisors LLC$235.5K0.02%
MISSION WEALTH MANAGEMENT, LP$222.8K0.00%
Farther Finance Advisors, LLC$221.6K0.00%
AMERIPRISE FINANCIAL INC$219.8K0.00%
Kestra Investment Management, LLC$218.1K0.00%
Resonant Capital Advisors, LLC$212.7K0.01%
BLVD Private Wealth, LLC$211.5K0.18%
HOWE & RUSLING INC$208.3K0.01%
Ancora Advisors LLC$146.8K0.00%
MORGAN STANLEY$145.1K0.00%
Larson Financial Group LLC$138.9K0.00%
Capital Analysts, LLC$138.0K0.00%
Friedenthal Financial$132.6K0.07%
Clearstead Advisors, LLC$127.9K0.00%
AE Wealth Management LLC$113.5K0.00%
Root Financial Partners, LLC$110.9K0.01%
Allworth Financial LP$92.9K0.00%
CWM, LLC$71.5K0.00%
BROWN BROTHERS HARRIMAN & CO$68.6K0.00%
Community Bank, N.A.$58.1K0.01%
WEST PACES ADVISORS INC.$49.7K0.01%
Trust Co$48.2K0.00%
Aptus Capital Advisors, LLC$44.0K0.00%
JDM Financial Group LLC$37.7K0.01%
McIlrath & Eck, LLC$33.5K0.00%