Signals

← Signals

☆SCHC

631 in-universe funds with a nonzero position in SCHC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1396
Score / z0.017 / 0.00
Consensus206.35 over 351 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 215.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 185.7 0.5% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 136.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 82.4 3.2% 5 -0.3 pp -0.2 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 82.0 2.7% 5 -0.4 pp -0.0 pp -0.3 pp -0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 71.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 59.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 56.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 54.4 2.9% 5 +1.1 pp +0.8 pp -0.4 pp -0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 53.1 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 46.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 45.8 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 39.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 30.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -3.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 29.8 1.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 29.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 23.6 0.3% 4 -0.1 pp -0.1 pp -0.4 pp +0.3 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 23.2 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 17.6 1.3% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 16.7 0.3% 4 +0.0 pp -0.2 pp +0.2 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 15.3 1.5% 6 -0.3 pp -0.3 pp -0.5 pp -0.8 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.7 0.9% 5 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 14.4 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 14.3 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 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 13.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 12.8 7.9% 5 -0.7 pp -1.2 pp -1.2 pp -1.5 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 12.6 2.3% 5 -0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 12.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 11.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 11.9 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 10.3 0.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 9.9 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 9.3 1.0% 3 -0.0 pp +0.0 pp +1.0 pp -0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 9.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 9.1 1.0% 5 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.9 4.2% 5 -0.4 pp -0.4 pp -0.6 pp -1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.8 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 8.5 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 8.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 8.2 1.8% 5 -0.3 pp -0.4 pp -0.5 pp -1.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 8.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 8.1 2.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.8 3.0% 5 -0.3 pp -0.1 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 7.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 7.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 7.1 1.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 7.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 6.7 5.0% 2 -0.9 pp +5.0 pp +5.0 pp +5.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 6.4 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 6.3 4.2% 2 +0.9 pp +4.2 pp +4.2 pp +4.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 6.2 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 5.9 0.9% 6 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.7 1.1% 5 -0.2 pp -0.6 pp -0.8 pp -1.1 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 5.7 2.5% 5 -0.1 pp -0.4 pp -0.5 pp -0.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 5.5 1.1% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 5.5 0.8% 5 +0.1 pp -0.2 pp +0.1 pp +0.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.1 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 4.8 1.6% 5 -0.2 pp -0.4 pp -0.5 pp -0.9 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 4.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.7 2.6% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.4 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 3.8 0.8% 5 -0.0 pp -0.3 pp -0.2 pp -0.1 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 3.8 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 3.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 3.6 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.5 2.3% 6 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.4 0.8% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 3.3 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.0 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 2.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.9 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 2.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.9 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 2.8 0.5% 5 +0.0 pp +0.0 pp -3.1 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.8 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 2.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.7 1.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 2.5 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.5 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 2.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 2.2 0.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 2.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 2.0 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 2.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.0 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.8 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 1.7 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 1.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 1.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 1.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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