Signals

← Signals

☆SCHH

706 in-universe funds with a nonzero position in SCHH within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#292
Score / z0.826 / 0.73
Consensus200.58 over 374 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-36% / 1.0d

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 1,286.9 2.6% 4 +0.2 pp +0.3 pp +0.3 pp +2.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 723.7 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 540.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 437.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 258.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 237.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUMAC, INC. CIK 0001584258 0.950 16 170.4 20.8% 2 -4.4 pp +20.8 pp +20.8 pp +20.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 57.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 45.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 35.4 3.5% 4 -0.1 pp -0.2 pp -0.2 pp +3.5 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 32.2 2.1% 4 +0.2 pp +0.2 pp +0.2 pp +2.1 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 26.2 2.7% 4 -0.5 pp -0.6 pp -0.6 pp +2.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 22.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 21.4 0.9% 4 +0.3 pp +0.3 pp +0.5 pp +0.9 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 21.3 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 17.5 4.9% 4 +0.4 pp +0.1 pp +0.1 pp +4.9 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 17.3 10.5% 4 +0.8 pp +0.3 pp +0.1 pp +10.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 15.2 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 15.2 0.9% 4 +0.2 pp +0.5 pp -1.3 pp +0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 14.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 12.1 1.0% 6 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 11.9 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 11.2 3.2% 4 -0.1 pp -0.2 pp -0.1 pp +3.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 10.2 2.1% 4 +0.2 pp +0.1 pp -0.0 pp +2.1 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 9.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 9.0 0.8% 4 -0.0 pp -0.1 pp -0.3 pp +0.8 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 8.7 3.0% 4 +0.1 pp +0.3 pp +0.2 pp +3.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 8.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 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 8.4 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.7 0.0% 4 +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 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 7.4 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 6.7 2.0% 4 +0.0 pp +0.0 pp +0.2 pp +2.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 6.0 4.2% 4 +0.3 pp +0.1 pp +0.0 pp +4.2 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 6.0 3.5% 4 +0.2 pp +0.5 pp +0.5 pp +3.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 5.6 2.3% 4 +0.1 pp -0.3 pp -0.7 pp +2.3 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 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 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 5.3 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 5.0 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 5.0 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 4.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 4.9 3.7% 3 +0.4 pp +1.1 pp +3.7 pp +3.7 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 4.8 3.9% 5 +0.2 pp +0.2 pp +0.4 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 4.7 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.9 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 3.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 3.7 1.0% 4 +0.1 pp +0.1 pp -0.3 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 3.6 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 3.4 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.2 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.7 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.6 1.8% 4 +0.0 pp -0.0 pp -0.0 pp +1.8 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 2.6 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 2.6 0.8% 4 +0.1 pp +0.1 pp -0.1 pp +0.8 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 2.6 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 2.6 0.7% 4 -0.2 pp -0.3 pp +0.6 pp +0.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.5 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 2.5 0.3% 4 -2.5 pp -2.6 pp -2.5 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.3 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 2.2 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 2.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 2.2 2.2% 6 +0.3 pp +0.5 pp +0.8 pp +0.8 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 2.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 2.2 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 2.1 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 2.1 1.0% 4 +0.0 pp -0.7 pp -0.6 pp +1.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 2.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 2.1 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 2.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 2.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.8 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.8 0.6% 4 +0.1 pp +0.6 pp +0.4 pp +0.6 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 1.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 1.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.6 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.6 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.0% 0 -0.0 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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 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
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 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
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 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
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 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 +0.0 pp +0.0 pp -0.9 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
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.8 pp -0.8 pp -0.9 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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