Signals

← Signals

☆SCHB

1343 in-universe funds with a nonzero position in SCHB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#25
Score / z5.704 / 8.10
Consensus406.77 over 747 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-39% / 1.0d

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 1,405.0 3.1% 4 -0.2 pp -0.3 pp -0.2 pp +3.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 392.5 22.9% 3 +0.5 pp +1.6 pp +22.9 pp +22.9 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 312.4 3.3% 3 -0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 228.6 28.5% 3 -0.0 pp -0.6 pp +28.5 pp +28.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 226.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 217.2 12.3% 3 -0.4 pp -0.5 pp +12.3 pp +12.3 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 202.7 17.1% 3 -1.5 pp -1.3 pp +17.1 pp +17.1 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 183.8 22.1% 3 +1.0 pp +1.7 pp +22.1 pp +22.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 175.4 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 162.5 3.1% 3 -0.2 pp -0.1 pp +3.1 pp +3.1 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 161.8 39.5% 1 +39.5 pp +0.5 pp +39.5 pp +39.5 pp
☆HT Partners LLC CIK 0001552999 0.865 53 159.6 47.4% 3 -0.4 pp +3.4 pp +47.4 pp +47.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 152.4 3.4% 3 -1.9 pp -2.0 pp +3.4 pp +3.4 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 133.5 25.3% 3 -0.4 pp +0.6 pp +25.3 pp +25.3 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 132.1 15.6% 3 +0.1 pp +0.1 pp +15.6 pp +15.6 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 123.8 6.6% 3 -0.3 pp -0.3 pp +6.6 pp +6.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 116.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 111.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 100.9 27.5% 3 -0.8 pp -0.3 pp +27.5 pp +27.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 99.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 95.7 13.7% 3 +0.6 pp +1.2 pp +13.7 pp +13.7 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 90.0 16.8% 3 -0.9 pp -0.8 pp +16.8 pp +16.8 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 84.4 0.0% 5 +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 84.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 84.2 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 83.5 6.9% 3 -0.9 pp -1.3 pp +6.9 pp +6.9 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 82.8 1.9% 3 +0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 79.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 77.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 74.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 74.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 73.7 6.8% 3 -0.0 pp +0.2 pp +6.8 pp +6.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 73.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 71.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 70.2 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 70.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 68.9 2.2% 3 +1.3 pp +2.1 pp +2.2 pp +2.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 68.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 68.5 1.1% 3 -0.3 pp -0.4 pp +1.1 pp +1.1 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 68.1 11.5% 3 +0.2 pp +0.1 pp +11.5 pp +11.5 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 68.0 12.0% 3 -0.4 pp +0.1 pp +12.0 pp +12.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 67.0 5.0% 3 -11.5 pp -11.4 pp +5.0 pp +5.0 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 65.1 27.6% 3 -0.7 pp -0.4 pp +27.6 pp +27.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 62.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 62.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 60.2 5.1% 3 -0.1 pp -0.2 pp +5.1 pp +5.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 57.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 55.8 11.3% 3 -0.0 pp +0.2 pp +11.3 pp +11.3 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 54.6 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 53.3 3.9% 3 -0.0 pp -0.2 pp +3.9 pp +3.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 52.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 51.3 3.8% 3 -0.4 pp -0.4 pp +3.8 pp +3.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 51.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 50.6 13.7% 3 -0.3 pp -4.7 pp +13.7 pp +13.7 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 47.4 4.1% 3 -0.0 pp -0.1 pp +4.1 pp +4.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 46.7 10.3% 3 -2.0 pp -3.1 pp +10.3 pp +10.3 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 44.4 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 43.0 17.3% 3 +1.1 pp +1.1 pp +17.3 pp +17.3 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 41.9 15.8% 3 -0.3 pp -0.1 pp +15.8 pp +15.8 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 41.6 17.6% 2 -1.2 pp +17.6 pp +17.6 pp +17.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 41.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 41.0 12.6% 3 +12.3 pp -1.2 pp +12.6 pp +12.6 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 40.6 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 39.8 9.1% 3 +0.1 pp +0.2 pp +9.1 pp +9.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 39.0 0.7% 4 -0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 37.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 37.0 17.3% 3 -2.1 pp -2.2 pp +17.3 pp +17.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 35.0 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 34.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 33.4 11.0% 3 +0.0 pp +0.3 pp +11.0 pp +11.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 33.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 31.3 9.0% 3 -0.0 pp -0.1 pp +9.0 pp +9.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 31.3 3.2% 3 +0.4 pp +0.5 pp +3.2 pp +3.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 31.0 1.0% 3 -0.1 pp -0.5 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 30.6 9.4% 3 -0.2 pp -0.2 pp +9.4 pp +9.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 30.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 30.2 9.8% 3 +0.1 pp +0.3 pp +9.8 pp +9.8 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 29.9 20.8% 4 -0.3 pp -0.9 pp -0.5 pp +20.8 pp
☆John Boyer, Inc. CIK 1597484 0.647 39 29.7 30.2% 1 +30.2 pp +30.2 pp +30.2 pp +30.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 29.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 29.5 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 29.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 29.1 4.6% 3 -0.1 pp -0.6 pp +4.6 pp +4.6 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 28.9 4.0% 3 -0.3 pp -0.3 pp +4.0 pp +4.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 28.3 7.3% 3 -0.0 pp -0.2 pp +7.3 pp +7.3 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 28.2 19.2% 3 +0.4 pp +0.2 pp +19.2 pp +19.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 27.7 1.8% 3 -0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 27.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 27.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 25.8 6.3% 3 +0.4 pp +0.7 pp +6.3 pp +6.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 24.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 24.6 14.0% 3 -1.5 pp -0.6 pp +14.0 pp +14.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 24.3 3.5% 3 -0.2 pp -0.3 pp +3.5 pp +3.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 24.0 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 23.7 11.5% 3 +0.4 pp +0.4 pp +11.5 pp +11.5 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 23.5 3.2% 3 +0.1 pp +0.2 pp +3.2 pp +3.2 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 23.1 20.2% 3 -0.3 pp +0.2 pp +20.2 pp +20.2 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 23.0 12.4% 3 -0.5 pp -0.8 pp +12.4 pp +12.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 22.9 2.2% 3 +0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 22.9 8.3% 3 -0.1 pp -0.4 pp +8.3 pp +8.3 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 22.5 7.5% 3 -0.1 pp -0.1 pp +7.5 pp +7.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 22.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 21.2 15.3% 3 +0.4 pp +0.5 pp +15.3 pp +15.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 21.1 1.9% 3 -0.3 pp -0.2 pp +1.9 pp +1.9 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 21.1 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 21.0 14.4% 2 +0.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Socha Financial Group, LLC CIK 0001967966 0.891 14 21.0 10.2% 3 +0.4 pp +0.4 pp +10.2 pp +10.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 20.9 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 20.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 19.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 19.4 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 19.3 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 19.3 5.4% 3 -0.4 pp -0.5 pp +5.4 pp +5.4 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 19.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 18.9 2.1% 3 +0.2 pp +0.3 pp +2.1 pp +2.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 18.8 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 18.3 7.3% 3 +0.1 pp -0.3 pp +7.3 pp +7.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 17.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 17.0 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 16.3 5.9% 2 +1.6 pp +5.9 pp +5.9 pp +5.9 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 16.1 6.9% 3 +0.0 pp +0.1 pp +6.9 pp +6.9 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 15.9 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 15.8 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 15.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 15.4 4.3% 3 -0.1 pp +0.0 pp +4.3 pp +4.3 pp
☆Ashford Advisors, LLC CIK 0001861158 0.927 23 15.1 3.3% 3 -0.1 pp -0.8 pp +3.3 pp +3.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 15.0 3.1% 3 +0.1 pp -0.2 pp +3.1 pp +3.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 14.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 14.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 14.7 4.0% 3 -0.3 pp -0.4 pp +4.0 pp +4.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 14.6 2.5% 3 -0.0 pp +0.1 pp +2.5 pp +2.5 pp
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☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 13.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 13.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
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☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 13.0 6.8% 3 +0.2 pp +0.3 pp +6.8 pp +6.8 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 12.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 12.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 12.5 5.3% 3 -0.0 pp +0.1 pp +5.3 pp +5.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 12.3 3.2% 3 +0.0 pp +0.1 pp +3.2 pp +3.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 12.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 11.8 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 11.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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☆Brooklyn FI, LLC CIK 0001916123 0.652 434 11.6 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Alliance Wealth Management Group CIK 0001623707 0.630 103 10.7 2.4% 3 -0.0 pp -0.3 pp +2.4 pp +2.4 pp
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☆Apriem Advisors CIK 0001425165 0.679 182 10.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
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☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 10.4 3.0% 3 +0.1 pp +0.2 pp +3.0 pp +3.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 10.2 4.1% 3 +0.0 pp +0.1 pp +4.1 pp +4.1 pp
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☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 9.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -8.4 pp -8.1 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -1.0 pp -0.8 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -4.9 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -14.4 pp -13.8 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -8.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -1.0 pp -1.2 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -4.8 pp -4.7 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.3 pp +0.0 pp -0.2 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 -0.0 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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