Institutional shares held 10.5 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 96


Latest Institutional Activity in SCMB

Top Purchases

Q2 2025
Charles Schwab Trust CO Shares Held: 733K ($0)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 756K ($0)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 135K ($0)
Q2 2025
Legacy Wealth Management, Inc Shares Held: 34.2K ($0)
Q2 2025
Vestia Personal Wealth Advisors Shares Held: 18.7K ($0)

Top Sells

Q2 2025
Wedmont Private Capital Shares Held: 489K ($0)
Q2 2025
Garrett Investment Advisors LLC Shares Held: 207K ($0)
Q2 2025
O'Rourke & Company, Inc Shares Held: 76K ($0)
Q2 2025
Fiduciary Financial Group, LLC Shares Held: 12.8K ($0)
Q1 2025
Jones Financial Companies Lllp Shares Held: 2.58M ($0)

About SCMB


Insider Transactions at SCMB

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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