Signals

← Signals

☆SCHC

483 in-universe funds with a nonzero position in SCHC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23835
Score / z-0.064 / -0.10
Consensus157.25 over 284 funds
Momentumno 12m return

Price & positioning

225 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 ▾
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 165.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 109.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 87.2 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 71.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 65.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 65.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 56.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 54.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 50.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 43.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 36.0 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 34.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 33.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 27.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.9 0.0% 2 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 21.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 18.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 18.4 2.0% 3 -0.4 pp +1.1 pp +2.0 pp +2.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 17.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 17.2 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 16.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 16.1 3.6% 2 +3.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 15.7 1.4% 4 -0.0 pp +0.1 pp +0.2 pp +1.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 14.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 12.8 0.3% 1 +0.3 pp +0.3 pp -0.1 pp +0.3 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 12.1 9.1% 2 -0.2 pp +9.1 pp +9.1 pp +9.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 10.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 10.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 10.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 9.2 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 8.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 8.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.5 4.7% 2 -0.6 pp +4.7 pp +4.7 pp +4.7 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 8.3 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 7.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 7.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 7.9 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 7.5 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 7.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 6.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 6.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 6.6 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 5.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 5.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 5.2 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 5.1 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 5.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 5.0 1.0% 3 +0.2 pp +0.5 pp +1.0 pp +1.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 4.8 1.6% 4 -0.0 pp -0.1 pp -0.0 pp +1.6 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 4.8 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 4.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.6 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 4.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 3.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.7 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 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 3.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 3.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 3.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.2 2.5% 3 -0.3 pp -0.4 pp +2.5 pp +2.5 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.7 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 2.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 2.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 2.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 2.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 1.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 1.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 1.5 1.3% 4 -0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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 SCHC). Qtrs Held counts distinct quarters this fund has actually held SCHC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHC position size. Δ columns are the percentage-point change in SCHC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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