Signals

← Signals

☆SCHR

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

Flow ranking

Rank#139
Score / z1.312 / 1.96
Consensus190.29 over 341 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,734.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 491.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 343.7 0.1% 2 +0.0 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 216.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 123.1 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 104.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 91.9 22.2% 2 -0.2 pp +22.2 pp +22.2 pp +22.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 91.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 86.8 10.2% 2 -0.1 pp +10.2 pp +10.2 pp +10.2 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 73.5 12.3% 2 -0.8 pp +12.3 pp +12.3 pp +12.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 72.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 72.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 69.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 66.6 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 58.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 51.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 47.6 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 45.3 7.1% 2 -0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 43.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 37.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 36.8 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 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 33.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 32.1 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 31.9 11.2% 2 +0.1 pp +11.2 pp +11.2 pp +11.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 31.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 29.9 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 29.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 29.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 28.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 28.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 28.6 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 28.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 28.0 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 26.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 24.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 22.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 22.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 20.9 14.7% 2 +0.3 pp +14.7 pp +14.7 pp +14.7 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 20.5 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 18.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 18.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 16.7 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 16.0 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 15.7 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWS Partners CIK 0001731731 0.307 108 15.7 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 15.0 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 14.7 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 14.7 9.0% 2 -3.6 pp +9.0 pp +9.0 pp +9.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 14.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 13.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 11.9 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 11.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 11.7 8.1% 2 -0.4 pp +8.1 pp +8.1 pp +8.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 10.8 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 10.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 10.7 2.4% 2 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 10.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 10.2 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 10.0 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 9.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 9.3 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 8.9 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 8.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 8.8 7.9% 2 -0.4 pp +7.9 pp +7.9 pp +7.9 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 8.7 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 8.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 8.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 8.3 1.1% 2 -0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 8.1 2.5% 2 -2.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 7.6 7.5% 2 -0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 6.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 6.7 5.2% 4 -0.5 pp -1.6 pp -1.9 pp +5.2 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 6.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 5.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 5.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 5.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 5.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 5.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆WT Wealth Management CIK 0001780507 0.246 138 5.3 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 5.3 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 5.2 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 5.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 5.0 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 4.5 4.4% 2 -0.6 pp +4.4 pp +4.4 pp +4.4 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 4.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.2 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 4.0 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 3.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 3.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 3.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 3.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 3.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 2.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 2.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 2.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enstar Group LTD CIK 0001363829 0.893 9 2.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 2.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Charles Schwab Trust Co CIK 0001789219 0.768 171 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 1.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 1.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆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
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 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
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 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
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 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
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 SCHR). Qtrs Held counts distinct quarters this fund has actually held SCHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHR position size. Δ columns are the percentage-point change in SCHR'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