Signals

← Signals

☆SCHK

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

Flow ranking

Rank#811
Score / z0.143 / 0.15
Consensus113.60 over 192 funds
Momentum-0.13 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest+104% / 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 1,511.8 2.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 235.1 14.3% 5 +9.1 pp +8.7 pp +8.8 pp +8.8 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 210.9 11.0% 5 +0.1 pp -0.5 pp -1.0 pp -1.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 174.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 138.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 129.3 14.5% 5 -1.7 pp -3.2 pp -5.0 pp -9.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 77.3 3.8% 6 +0.0 pp -0.8 pp -1.8 pp -2.5 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 47.2 12.7% 7 +0.2 pp +0.2 pp +0.6 pp +3.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 24.2 7.7% 7 -0.1 pp -0.4 pp -0.7 pp -1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 17.4 6.1% 3 +4.2 pp +5.0 pp +6.1 pp +6.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 16.8 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 13.6 8.5% 5 +0.1 pp +0.1 pp -0.9 pp -0.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 9.3 1.2% 5 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 6.9 4.6% 5 -0.2 pp -2.1 pp -4.0 pp -6.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.2 0.1% 7 +0.0 pp -0.0 pp +0.1 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 5.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 4.2 2.1% 3 +1.9 pp -0.1 pp +2.1 pp +2.1 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 4.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.0 0.0% 5 -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 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 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 3.1 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 3.0 1.5% 4 -0.2 pp -0.0 pp +0.1 pp +1.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.0 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.8 0.9% 6 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 1.7 0.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 1.4 0.6% 5 +0.0 pp -0.1 pp -0.5 pp -0.8 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 1.4 1.1% 3 -0.2 pp -0.4 pp +1.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 1.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 1.3 0.6% 5 -1.3 pp +0.2 pp +0.3 pp +0.2 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 1.3 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.3 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 1.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.3 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 1.1 0.7% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 5 +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 0.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.6 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 5 -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
☆Welch Group, LLC CIK 0001443095 0.629 320 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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 SCHK). Qtrs Held counts distinct quarters this fund has actually held SCHK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHK position size. Δ columns are the percentage-point change in SCHK'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