Signals

← Signals

☆SCHI

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

Flow ranking

Rank#20197
Score / z0.000 / -0.02
Consensus102.76 over 186 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 193.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 191.8 3.0% 4 -0.2 pp -0.4 pp -0.8 pp +3.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 163.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 36.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 33.5 2.5% 4 -0.0 pp +0.1 pp +0.1 pp +2.5 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 30.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 29.8 2.8% 4 +0.8 pp +0.7 pp +0.4 pp +2.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.9 0.0% 4 +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 23.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 14.3 2.7% 4 +0.1 pp +0.1 pp +0.1 pp +2.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 11.6 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 11.5 3.4% 4 +0.2 pp +1.0 pp +2.3 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 8.6 6.0% 4 +0.2 pp +0.1 pp +0.1 pp +6.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 8.4 3.6% 4 +0.0 pp +0.1 pp -0.1 pp +3.6 pp
☆WT Wealth Management CIK 0001780507 0.246 138 7.7 2.3% 4 -0.1 pp -0.0 pp +0.0 pp +2.3 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 7.6 4.6% 2 +0.9 pp +4.6 pp +4.6 pp +4.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 6.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 5.3 1.2% 4 +0.2 pp +0.3 pp +0.4 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 5.2 2.1% 4 +0.1 pp +0.2 pp +0.7 pp +2.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 4.8 1.4% 4 +0.5 pp +0.5 pp +0.5 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Seek First Inc. CIK 0002060504 0.523 67 4.4 3.1% 4 +0.0 pp -0.0 pp -0.2 pp +3.1 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 4.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 4.1 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 3.7 0.8% 4 +0.2 pp +0.2 pp +0.1 pp +0.8 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 3.4 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 3.1 2.5% 3 +0.4 pp +0.7 pp +2.5 pp +2.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 3.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 3.0 2.5% 3 +0.2 pp +0.2 pp +2.5 pp +2.5 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 2.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 2.8 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 2.8 1.2% 3 +0.2 pp +0.7 pp +1.2 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 2.4 2.2% 4 +0.3 pp +0.5 pp +0.0 pp +2.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 2.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Essex LLC CIK 0001889147 0.576 180 2.0 0.3% 4 +0.0 pp -0.2 pp -0.4 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 1.8 3.3% 3 +1.7 pp +1.8 pp +3.3 pp +3.3 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.7 1.1% 4 -0.1 pp -0.0 pp -0.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.6 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.5 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 1.2 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 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 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 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
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 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
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -1.1 pp -1.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆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 -0.1 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 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
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 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 SCHI). Qtrs Held counts distinct quarters this fund has actually held SCHI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHI position size. Δ columns are the percentage-point change in SCHI'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