Signals

← Signals

☆SCHM

998 in-universe funds with a nonzero position in SCHM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24180
Score / z-0.272 / -0.41
Consensus287.70 over 537 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+18% / 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 1,743.1 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 875.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 319.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 310.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 297.0 2.4% 2 -0.8 pp +2.4 pp +2.4 pp +2.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 267.4 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 170.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 161.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 124.6 7.3% 2 +0.0 pp +7.3 pp +7.3 pp +7.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 95.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 88.0 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 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 77.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 74.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 64.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 58.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 51.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 51.1 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 48.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 43.7 1.9% 2 -0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 42.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 41.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 40.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 40.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 36.7 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 36.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 34.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 32.5 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 29.4 2.4% 2 -1.1 pp +2.4 pp +2.4 pp +2.4 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 28.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 27.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 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 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 25.9 5.2% 3 -0.2 pp -0.3 pp +5.2 pp +5.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 25.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 25.2 6.3% 2 -1.2 pp +6.3 pp +6.3 pp +6.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 23.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 22.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 22.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 22.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 21.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 21.0 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 20.6 6.7% 4 +0.3 pp +0.9 pp +0.5 pp +6.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 20.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 19.9 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 19.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 18.9 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 18.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 18.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 18.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 18.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 18.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 18.3 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 18.1 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 16.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 16.3 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 16.2 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 15.3 13.4% 2 +0.0 pp +13.4 pp +13.4 pp +13.4 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 15.3 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 14.9 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 14.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 14.8 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 14.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 14.2 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 14.1 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 13.8 10.5% 3 +0.2 pp +0.2 pp +10.5 pp +10.5 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 13.7 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 13.5 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 13.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 13.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 13.1 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 13.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 12.8 9.7% 2 -0.0 pp +9.7 pp +9.7 pp +9.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 12.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 12.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 12.0 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 11.8 2.0% 2 -0.9 pp +2.0 pp +2.0 pp +2.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 11.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 11.5 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 11.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 11.4 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 11.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.3 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 11.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 11.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 11.2 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 11.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 10.9 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 10.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 10.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 10.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 10.6 2.0% 2 -4.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 10.6 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 10.5 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.4 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 10.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 10.2 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 10.1 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 10.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 10.0 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 9.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 9.7 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Lee Financial Co CIK 0001391166 0.828 162 9.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 9.5 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.4 0.0% 2 -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 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 9.0 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 9.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 8.8 4.0% 2 -0.7 pp +4.0 pp +4.0 pp +4.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 8.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 8.4 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 8.2 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 8.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 7.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 7.8 7.1% 2 +0.4 pp +7.1 pp +7.1 pp +7.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 7.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 7.6 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 7.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 7.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 7.1 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 7.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 6.7 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 6.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 6.5 1.3% 2 -1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 6.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 6.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 6.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
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☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 5.9 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Newton One Investments LLC CIK 0001842787 0.837 146 5.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 5.2 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 5.2 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 5.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 5.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 5.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 4.8 2.5% 4 +0.0 pp -0.2 pp -0.7 pp +2.5 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 4.7 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 4.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 4.6 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
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☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 4.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Creekside Partners CIK 0002035951 0.343 193 4.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 4.3 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Richardson Capital Management LLC CIK 0001621646 0.839 243 3.9 1.9% 2 -6.1 pp +1.9 pp +1.9 pp +1.9 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 3.5 1.1% 2 -0.6 pp +1.1 pp +1.1 pp +1.1 pp
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☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 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
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☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
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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 SCHM). Qtrs Held counts distinct quarters this fund has actually held SCHM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHM position size. Δ columns are the percentage-point change in SCHM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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