Signals

← Signals

☆SCHP

641 in-universe funds with a nonzero position in SCHP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23972
Score / z-3.186 / -4.10
Consensus211.96 over 407 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,138.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 853.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 364.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 303.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 280.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadratic Capital Management LLC CIK 0001697722 0.784 2 237.4 96.8% 1 +96.8 pp +96.8 pp +96.8 pp +96.8 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 219.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 209.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 207.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 194.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 180.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 171.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 146.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 146.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 140.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 133.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 128.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 119.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 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 100.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 80.6 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 69.4 0.0% 1 +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 68.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 58.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.2 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 53.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 52.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 49.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 46.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 45.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 44.8 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 43.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 43.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 42.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 41.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 38.4 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 38.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 37.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 37.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 35.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 35.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 33.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 33.1 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 30.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 27.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 27.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Navalign, LLC CIK 0001820593 0.504 132 27.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 26.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 24.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 24.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 23.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 22.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 21.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 20.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 20.6 2.0% 3 +0.2 pp +0.7 pp +2.0 pp +2.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 20.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 20.1 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 18.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 17.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 16.9 6.0% 3 -0.8 pp -0.6 pp +6.0 pp +6.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 15.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 15.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 15.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 14.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 13.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 13.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 13.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 13.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 13.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 13.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 12.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 12.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 11.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 11.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 10.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 10.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 10.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 10.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 10.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 9.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 9.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 9.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 9.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 9.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 9.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 9.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 9.0 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 8.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 8.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 8.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 8.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆BFSG, LLC CIK 0001706836 0.376 765 8.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 8.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 8.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 7.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 7.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 6.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 6.4 3.5% 3 -0.3 pp -0.1 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 6.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 6.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 5.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 5.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 5.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.0 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 4.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.2 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Apella Capital, LLC CIK 0001801507 0.827 695 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.3 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 SCHP). Qtrs Held counts distinct quarters this fund has actually held SCHP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHP position size. Δ columns are the percentage-point change in SCHP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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