Commonwealth Equity Services
SCL icon

Commonwealth Equity Services’s Stepan Co SCL Stock Holding History

Commonwealth Equity Services’s Portfolio SCL Stock Details SCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Sell
4,273
-179
-4% -$9.58K ﹤0.01% 3947
2025
Q4 		$211K Sell
4,452
-974
-18% -$44.6K ﹤0.01% 3937
2025
Q3 		$259K Sell
5,426
-15
-0.3% -$778 ﹤0.01% 3759
2025
Q2 		$297K Sell
5,441
-354
-6% -$18.7K ﹤0.01% 3592
2025
Q1 		$319K Buy
+5,795
New +$354K ﹤0.01% 3440
2024
Q4 		– Sell
-4,404
Closed -$340K – 4205
2024
Q3 		$340K Buy
+4,404
New +$349K ﹤0.01% 3237
2024
Q1 		– Sell
-2,150
Closed -$203K – 4086
2023
Q4 		$203K Buy
+2,150
New +$172K ﹤0.01% 3497
2023
Q3 		– Sell
-2,220
Closed -$212K – 3921
2023
Q2 		$212K Buy
2,220
+53
+2% +$5.04K ﹤0.01% 3357
2023
Q1 		$223 Sell
2,167
-159
-7% -$16.7K ﹤0.01% 3220
2022
Q4 		$247K Buy
2,326
+10
+0.4% +$1.05K ﹤0.01% 3039
2022
Q3 		$216K Buy
2,316
+8
+0.3% +$832 ﹤0.01% 3104
2022
Q2 		$234K Buy
2,308
+7
+0.3% +$724 ﹤0.01% 3061
2022
Q1 		$227K Buy
+2,301
New +$249K ﹤0.01% 3214
2020
Q1 		– Sell
-1,968
Closed -$201K – 2943
2019
Q4 		$201K Buy
+1,968
New +$192K ﹤0.01% 2612
2014
Q2 		– Sell
-3,672
Closed -$237K – 2089
2014
Q1 		$237K Buy
3,672
+1
+0% +$63 ﹤0.01% 1643
2013
Q4 		$241K Buy
+3,671
New +$224K ﹤0.01% 1596

Other funds holding SCL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return