· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $24.95Day −0.02%Off 52W high −1.9%Vol (1Y) 2.8%
Daily closing price, split-adjusted to the current basis; 0.6y shown of 147 bars on file. Sampled to 147 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
SCMC is not in the screener universe.
| YTD+1.6% |
Total return through 2026-07-29 · series begins 2025-12-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)2.8% |
| Ann. volatility (3Y)2.8% |
| Sharpe (1Y)0.93 |
| Sharpe (3Y)0.93 |
| Max drawdown (1Y)−1.9% |
| Max drawdown (3Y)−1.9% |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| AE Wealth Management LLC | 4.0M | $100M | — | new |
| ENVESTNET ASSET MANAGEMENT INC | 211,517 | $5M | — | new |
| TRUIST FINANCIAL CORP | 211,395 | $5M | — | new |
| Key Capital Management, INC | 193,998 | $5M | — | new |
| LifeWealth Investments, LLC | 118,251 | $3M | — | new |
| Simplicity Wealth,LLC | 101,047 | $3M | — | new |
| B.O.S.S. Retirement Advisors, LLC | 90,589 | $2M | — | new |
| Quest 10 Wealth Builders, Inc. | 60,776 | $2M | — | new |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for SCMC.
