Signals

← Signals

☆SCHB

1483 in-universe funds with a nonzero position in SCHB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#15
Score / z9.174 / 8.30
Consensus444.19 over 805 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-9% / 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 1,319.2 2.9% 5 -0.2 pp -0.4 pp -0.6 pp -0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,217.7 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 378.6 22.0% 4 -1.0 pp -0.5 pp +0.7 pp +22.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 300.5 3.2% 4 -0.1 pp -0.2 pp -0.0 pp +3.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 297.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 225.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 217.1 26.9% 4 -1.6 pp -1.6 pp -2.1 pp +26.9 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 205.0 11.7% 4 -0.6 pp -1.0 pp -1.1 pp +11.7 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 193.8 16.9% 4 -0.1 pp -1.6 pp -1.4 pp +16.9 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 176.7 20.3% 4 -1.8 pp -0.8 pp -0.1 pp +20.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 165.5 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 157.6 37.0% 2 -2.4 pp +37.0 pp -1.9 pp +37.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 156.4 3.0% 4 -0.1 pp -0.3 pp -0.2 pp +3.0 pp
☆HT Partners LLC CIK 0001552999 0.865 53 155.2 47.0% 4 -0.5 pp -0.9 pp +3.0 pp +47.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 134.4 3.2% 4 -0.2 pp -2.1 pp -2.2 pp +3.2 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 130.8 25.1% 4 -0.3 pp -0.7 pp +0.4 pp +25.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 129.2 14.9% 4 -0.7 pp -0.6 pp -0.6 pp +14.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 125.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 115.6 6.2% 4 -0.3 pp -0.7 pp -0.6 pp +6.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 101.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 100.8 26.7% 4 -0.8 pp -1.6 pp -1.1 pp +26.7 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 97.1 13.6% 4 -0.1 pp +0.5 pp +1.1 pp +13.6 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 89.0 1.8% 4 -0.1 pp +0.0 pp -0.2 pp +1.8 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 86.0 16.5% 4 -0.3 pp -1.2 pp -1.1 pp +16.5 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 84.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 81.8 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 80.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 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 80.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 76.8 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 74.5 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 69.9 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 69.3 6.6% 4 -0.2 pp -0.2 pp -0.0 pp +6.6 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 68.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 67.3 2.9% 4 +0.1 pp +0.1 pp +0.2 pp +2.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 67.1 5.3% 4 -1.6 pp -2.5 pp -2.9 pp +5.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 66.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 66.2 0.9% 4 -0.1 pp -0.4 pp -0.5 pp +0.9 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 65.6 11.8% 4 -0.2 pp -0.6 pp -0.1 pp +11.8 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 65.1 11.2% 4 -0.3 pp -0.1 pp -0.2 pp +11.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 64.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 64.5 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 64.4 4.7% 4 -0.3 pp -11.8 pp -11.7 pp +4.7 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 64.2 26.9% 4 -0.8 pp -1.4 pp -1.2 pp +26.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 63.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 60.1 4.9% 4 -0.2 pp -0.3 pp -0.3 pp +4.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 56.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 56.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 54.6 10.5% 4 -0.8 pp -0.8 pp -0.6 pp +10.5 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 53.6 4.0% 4 +0.1 pp +0.1 pp -0.1 pp +4.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 52.5 1.3% 3 +0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 51.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 50.9 3.7% 4 -0.1 pp -0.5 pp -0.5 pp +3.7 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 45.3 3.9% 4 -0.2 pp -0.2 pp -0.3 pp +3.9 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 44.8 10.1% 4 -0.2 pp -2.2 pp -3.3 pp +10.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 42.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 42.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 42.2 2.6% 4 -0.1 pp -0.0 pp +0.0 pp +2.6 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 41.8 17.5% 4 +0.2 pp -1.9 pp -2.0 pp +17.5 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 41.2 8.7% 4 -0.4 pp -0.3 pp -0.2 pp +8.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 41.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 40.9 17.1% 4 -0.2 pp +1.0 pp +1.0 pp +17.1 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.709 35 40.6 16.2% 3 -1.4 pp -2.6 pp +16.2 pp +16.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 39.8 13.2% 4 +0.6 pp +12.9 pp -0.5 pp +13.2 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 39.7 13.6% 4 -2.2 pp -2.4 pp -2.2 pp +13.6 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 39.5 31.6% 1 +31.6 pp +31.6 pp +31.6 pp +31.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 38.7 0.7% 5 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 38.5 3.2% 4 +1.3 pp +1.0 pp +1.0 pp +3.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 33.9 2.0% 4 -0.4 pp -0.4 pp -0.4 pp +2.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 32.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 32.2 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 31.8 10.6% 4 -0.4 pp -0.3 pp -0.0 pp +10.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 31.4 0.5% 4 +0.1 pp +0.0 pp -0.0 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 31.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 29.9 3.0% 4 -0.2 pp +0.2 pp +0.3 pp +3.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 29.5 8.8% 4 -0.2 pp -0.3 pp -0.3 pp +8.8 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 29.1 9.3% 4 -0.1 pp -0.3 pp -0.3 pp +9.3 pp
☆John Boyer, Inc. CIK 1597484 0.647 39 28.8 28.8% 2 -1.5 pp +28.8 pp +28.8 pp +28.8 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 28.6 9.5% 4 -0.3 pp -0.2 pp +0.0 pp +9.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 28.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 28.1 2.2% 4 -0.1 pp -0.2 pp -0.2 pp +2.2 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 27.8 4.6% 4 +0.1 pp -0.1 pp -0.6 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 27.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 27.5 7.1% 4 -0.2 pp -0.2 pp -0.4 pp +7.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 27.3 0.8% 4 -0.2 pp -0.3 pp -0.7 pp +0.8 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 27.1 18.3% 4 -0.9 pp -0.5 pp -0.7 pp +18.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 27.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 26.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 26.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 26.6 17.8% 5 -3.1 pp -3.3 pp -4.0 pp -3.5 pp
☆HORAN Wealth, LLC CIK 0002072569 0.371 217 26.5 2.5% 3 +0.4 pp +0.4 pp +2.5 pp +2.5 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 25.7 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 25.3 6.2% 4 -0.1 pp +0.3 pp +0.6 pp +6.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 25.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.9 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 23.6 3.0% 4 -1.0 pp -1.2 pp -1.3 pp +3.0 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 23.4 12.0% 4 +0.5 pp +1.0 pp +1.0 pp +12.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 23.4 7.8% 4 +0.3 pp +0.2 pp +0.2 pp +7.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 23.1 3.2% 4 -0.1 pp -0.0 pp +0.1 pp +3.2 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 22.9 2.4% 4 -0.1 pp -0.2 pp -0.2 pp +2.4 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 22.6 19.1% 4 -1.1 pp -1.4 pp -0.9 pp +19.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 21.7 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 21.5 8.0% 4 -0.3 pp -0.4 pp -0.6 pp +8.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 21.4 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 21.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 21.0 14.2% 3 -0.2 pp +0.2 pp +14.2 pp +14.2 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 20.5 11.2% 4 -1.2 pp -1.7 pp -2.0 pp +11.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 20.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 20.1 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 20.1 2.0% 4 -0.1 pp -0.1 pp -0.3 pp +2.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 19.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 19.8 14.6% 4 -0.7 pp -0.3 pp -0.2 pp +14.6 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 19.7 6.7% 3 +0.8 pp +2.5 pp +6.7 pp +6.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 19.5 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 19.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Socha Financial Group, LLC CIK 0001967966 0.891 14 19.1 9.7% 4 -0.6 pp -0.2 pp -0.2 pp +9.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 19.0 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 18.4 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 17.9 5.0% 4 -0.4 pp -0.8 pp -0.9 pp +5.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 17.8 2.4% 4 -0.2 pp -0.3 pp -0.3 pp +2.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 17.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 17.5 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +1.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 16.8 2.1% 4 -0.4 pp -0.5 pp -0.5 pp +2.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 16.7 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 16.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 15.4 6.6% 4 -0.3 pp -0.2 pp -0.2 pp +6.6 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 15.3 8.2% 4 +1.4 pp +1.6 pp +1.7 pp +8.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 15.3 4.3% 4 -0.1 pp -0.2 pp -0.0 pp +4.3 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 15.1 6.0% 4 -1.4 pp -1.3 pp -1.7 pp +6.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 15.0 4.3% 4 +0.3 pp +0.0 pp -0.1 pp +4.3 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 15.0 2.2% 4 -0.2 pp -0.2 pp -0.3 pp +2.2 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 15.0 3.3% 4 +0.1 pp +0.2 pp -0.1 pp +3.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.7 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 14.5 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 14.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 14.2 3.0% 4 +0.5 pp +0.4 pp +0.2 pp +3.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 14.2 2.4% 4 -0.1 pp -0.6 pp -0.8 pp +2.4 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 14.1 2.5% 4 -1.0 pp -1.2 pp -1.3 pp +2.5 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 14.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Ashford Advisors, LLC CIK 0001861158 0.927 23 14.0 3.3% 4 -0.0 pp -0.1 pp -0.8 pp +3.3 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 14.0 3.7% 4 -9.9 pp -10.2 pp -14.6 pp +3.7 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 12.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 11.9 5.6% 4 +0.3 pp +0.3 pp +0.4 pp +5.6 pp
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☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 10.9 3.8% 4 -0.2 pp -0.2 pp -0.2 pp +3.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 9.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.3 pp -1.3 pp -1.3 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp -8.4 pp -8.1 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -1.0 pp -1.2 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 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
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -0.6 pp -1.4 pp -1.4 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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 +0.0 pp -14.4 pp -13.8 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -1.1 pp -1.2 pp -1.1 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -4.8 pp -4.7 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 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
☆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
☆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
☆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
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -14.0 pp -15.5 pp -14.6 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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