Signals

← Signals

☆SCHE

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

Flow ranking

Rank#24329
Score / z-0.455 / -0.68
Consensus257.92 over 478 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 638.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 557.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 348.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 217.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 123.8 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 116.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 75.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 74.6 0.3% 1 +0.3 pp +0.0 pp +0.3 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 70.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 69.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 69.3 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 65.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 63.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 61.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 54.3 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 53.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 52.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 51.4 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 50.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 49.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 47.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 47.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 42.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 41.4 19.4% 2 +0.5 pp +19.4 pp +19.4 pp +19.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 38.9 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 35.0 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 34.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 33.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 29.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 25.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 25.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 24.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 24.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 23.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 21.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 17.0 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 17.0 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 16.5 4.1% 2 -0.7 pp +4.1 pp +4.1 pp +4.1 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 16.4 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 15.8 6.8% 2 +3.9 pp +6.8 pp +6.8 pp +6.8 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 15.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 15.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 15.0 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 14.9 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 14.2 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 11.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.2 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 11.0 7.7% 2 +0.6 pp +7.7 pp +7.7 pp +7.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 11.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 10.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 10.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 10.2 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.9 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 9.8 3.2% 4 -0.3 pp -0.8 pp -0.7 pp +3.2 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 9.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 9.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 9.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 9.0 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Apriem Advisors CIK 0001425165 0.679 182 8.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 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 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 8.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 8.1 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 7.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 7.6 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 7.5 6.5% 2 +0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 7.3 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 7.2 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 7.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 7.1 2.3% 3 -0.0 pp +0.3 pp +2.3 pp +2.3 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.6 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 6.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 6.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 6.2 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 6.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.8 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 5.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 5.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 5.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 5.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 5.3 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 5.3 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 5.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 5.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 5.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 5.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 5.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 5.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 5.0 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.0 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 5.0 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 4.9 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 4.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 4.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 4.4 1.7% 4 -0.0 pp +0.3 pp +0.3 pp +1.7 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 4.3 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 4.3 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 4.2 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 4.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Creekside Partners CIK 0002035951 0.343 193 3.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
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☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 3.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 3.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Seek First Inc. CIK 0002060504 0.523 67 3.6 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
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☆Destination Wealth Management CIK 0001278573 0.701 325 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 3.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 3.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lee Financial Co CIK 0001391166 0.828 162 3.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 3.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 2.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 2.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 2.9 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 2.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 2.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 2.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.6 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 2.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 2.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 2.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 2.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Embree Financial Group CIK 0002020860 0.466 283 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆BAILARD, INC. CIK 0000750641 0.578 763 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Athena Investment Management CIK 0001921093 0.240 132 1.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆OLIO Financial Planning CIK 0001906766 0.888 68 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Waterford Advisors, LLC CIK 0001960657 0.806 64 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Roundview Capital LLC CIK 0001476804 0.530 349 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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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 SCHE). Qtrs Held counts distinct quarters this fund has actually held SCHE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHE position size. Δ columns are the percentage-point change in SCHE'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