Signals

← Signals

☆SCHI

367 in-universe funds with a nonzero position in SCHI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21839
Score / z0.000 / -0.02
Consensus106.53 over 198 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 198.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 192.1 2.5% 5 -0.4 pp -0.7 pp -0.9 pp -1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 163.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 56.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 41.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 26.1 1.7% 5 -0.8 pp -0.8 pp -0.6 pp -0.7 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 24.9 2.6% 2 -1.4 pp +2.6 pp +2.6 pp +2.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 22.8 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 19.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 15.1 1.6% 5 -1.3 pp -0.4 pp -0.6 pp -0.9 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 14.8 2.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 11.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 11.4 3.1% 5 -0.3 pp -0.1 pp +0.8 pp +2.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 10.7 2.7% 5 +2.6 pp +1.6 pp +2.6 pp +2.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 9.7 6.0% 5 -0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 9.1 3.4% 2 +1.7 pp +3.4 pp +3.4 pp +3.4 pp
☆WT Wealth Management CIK 0001780507 0.246 138 8.7 2.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 8.4 3.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 6.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 5.6 1.2% 5 -0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 5.2 1.4% 5 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 5.1 1.5% 4 +0.2 pp +0.2 pp +0.4 pp +1.5 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 5.1 1.8% 5 -0.2 pp -0.1 pp +0.0 pp +0.5 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 5.1 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seek First Inc. CIK 0002060504 0.523 67 4.2 2.7% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 4.2 0.4% 1 +0.4 pp -0.8 pp -0.9 pp -0.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 3.6 0.7% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 3.2 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 3.2 2.6% 4 +0.1 pp +0.6 pp +0.8 pp +2.6 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 3.1 2.2% 4 -0.3 pp -0.1 pp -0.0 pp +2.2 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 2.9 1.1% 4 -0.1 pp +0.1 pp +0.6 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 2.7 0.8% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 2.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 2.0 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.5 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 1.9 3.0% 4 -0.3 pp +1.4 pp +1.5 pp +3.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.8 1.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.8 0.4% 5 +0.0 pp +0.0 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 1.8 0.0% 7 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 1.6 0.9% 3 -3.7 pp -2.9 pp +0.9 pp +0.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.6 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.3 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 1.2 0.4% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.5 0.1% 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.5 0.7% 5 -1.4 pp -1.1 pp -0.9 pp -1.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 6 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.4 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.3 0.0% 1 +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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 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% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.2 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 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
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 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
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆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
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 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
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 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 +0.0 pp -1.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 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 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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 +0.0 pp -0.1 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -1.4 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 +0.0 pp -0.1 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
☆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
☆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
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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 +0.0 pp -0.1 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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