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Scm Trust shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Scm Trust (SEPI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Scm Trust

Tip: Access up to 7 years of quarterly data

All positions including Scm Trust held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Scm Trust by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 190k 25.06

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View all positions for Steward Partners Investment Advisory

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