LPL Financial »

Scm Trust shares owned by LPL Financial

Quarter-by-quarter ownership of Scm Trust (SEPI) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Scm Trust

Tip: Access up to 7 years of quarterly data

All positions including Scm Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Scm Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.9M 276k 25.06

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for LPL Financial

Top funds holding Scm Trust

CCM Partners
Good Steward Wealth Advisors
LPL Financial
Focused Alpha
Steward Partners Investment Advisory
Jane Street
Investment Planning Advisors
Royal Bank of Canada
Hilton Head Capital Partners
Carson Advisory
Golden State Equity Partners
Western Wealth Management
Private Advisor
Pittenger & Anderson
DHJJ Financial Advisors

View all funds holding Scm Trust