Signals

← Signals

☆SCHH

494 in-universe funds with a nonzero position in SCHH within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#860
Score / z0.123 / 0.14
Consensus178.11 over 325 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,174.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 646.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 559.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 478.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 166.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 166.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 56.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 33.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 32.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 31.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 25.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 25.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 24.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 20.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 19.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 15.4 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 13.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 12.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 11.0 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 10.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 9.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 9.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 9.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 8.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.2 0.0% 1 +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 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 7.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 5.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 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 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 5.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 5.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 3.9 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.6 0.3% 1 +0.3 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 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SWS Partners CIK 0001731731 0.307 108 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 1.4 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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 SCHH). Qtrs Held counts distinct quarters this fund has actually held SCHH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHH position size. Δ columns are the percentage-point change in SCHH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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