Signals

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☆SCHB

58 in-universe funds with a nonzero position in SCHB within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10989
Score / z-0.302 / -2.07
Consensus19.02 over 36 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,257.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 80.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 67.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 45.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 27.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 21.6 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 5.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 4.7 4.8% 2 -0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 4.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.3 0.5% 2 -1.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 3.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 2.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SCHB). Qtrs Held counts distinct quarters this fund has actually held SCHB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHB position size. Δ columns are the percentage-point change in SCHB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status