Signals

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☆SCHG

80 in-universe funds with a nonzero position in SCHG within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#19
Score / z0.816 / 5.49
Consensus29.53 over 57 funds
Momentumno 12m return

Price & positioning

251 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
–
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 ▾
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 442.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 371.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 239.2 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 192.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 137.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 76.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 29.4 30.1% 1 +30.1 pp +30.1 pp +30.1 pp +30.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 28.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 19.0 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 18.7 9.0% 2 -0.8 pp +9.0 pp +9.0 pp +9.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 17.6 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 14.7 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 13.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 12.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 11.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 10.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 9.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 8.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 8.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 7.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 6.8 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 5.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 4.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 4.3 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 2.7 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 2.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 1.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 1.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 SCHG). Qtrs Held counts distinct quarters this fund has actually held SCHG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHG position size. Δ columns are the percentage-point change in SCHG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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