Signals

← Signals

☆SCHR

550 in-universe funds with a nonzero position in SCHR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#111
Score / z1.795 / 2.54
Consensus177.40 over 330 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+44% / 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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,975.6 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 428.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 347.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 181.8 0.2% 3 -0.0 pp -0.0 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 130.4 0.0% 3 +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 129.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 101.1 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 94.4 21.9% 3 -0.3 pp -0.5 pp +21.9 pp +21.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 91.7 10.4% 3 +0.1 pp +0.0 pp +10.4 pp +10.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 85.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 79.6 12.6% 3 +0.3 pp -0.4 pp +12.6 pp +12.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 72.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 71.9 4.0% 3 +0.1 pp +0.2 pp +4.0 pp +4.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 69.8 10.5% 3 +3.4 pp +3.3 pp +10.5 pp +10.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 67.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 62.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 54.5 2.0% 3 +0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 48.2 2.7% 3 +2.3 pp +2.1 pp +2.7 pp +2.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 44.4 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 44.4 6.3% 3 -0.3 pp -0.3 pp +6.3 pp +6.3 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 43.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 39.9 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 38.8 7.2% 3 +0.0 pp -0.1 pp +7.2 pp +7.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 35.7 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 35.5 2.7% 3 +0.2 pp +0.1 pp +2.7 pp +2.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 34.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 33.7 11.6% 3 +0.4 pp +0.5 pp +11.6 pp +11.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 33.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 33.5 13.1% 2 +12.8 pp +13.1 pp +13.1 pp +13.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 30.6 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 30.1 4.0% 3 -0.1 pp -0.3 pp +4.0 pp +4.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 28.6 5.4% 3 -0.2 pp -0.2 pp +5.4 pp +5.4 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 28.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 28.1 2.6% 3 -0.1 pp -0.4 pp +2.6 pp +2.6 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 28.1 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 27.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 26.7 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 24.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 23.9 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 23.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 21.9 7.1% 3 +0.2 pp +0.0 pp +7.1 pp +7.1 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 21.5 14.9% 3 +0.2 pp +0.5 pp +14.9 pp +14.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 20.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 18.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 17.4 5.2% 3 +0.0 pp -0.1 pp +5.2 pp +5.2 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 16.9 4.6% 3 +0.4 pp +0.4 pp +4.6 pp +4.6 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 16.3 4.5% 3 +2.0 pp -0.8 pp +4.5 pp +4.5 pp
☆SWS Partners CIK 0001731731 0.307 108 16.2 3.9% 3 +0.1 pp +0.0 pp +3.9 pp +3.9 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 16.2 2.8% 3 -0.1 pp -0.3 pp +2.8 pp +2.8 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 15.9 3.1% 3 +0.2 pp +0.3 pp +3.1 pp +3.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 15.0 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 13.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 12.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 12.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 12.0 7.5% 3 -0.6 pp -1.0 pp +7.5 pp +7.5 pp
☆McAdam, LLC CIK 0001695490 0.802 516 11.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 11.5 3.0% 2 +2.6 pp +3.0 pp +3.0 pp +3.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 11.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 11.1 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 10.9 2.6% 3 +0.2 pp +0.3 pp +2.6 pp +2.6 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 10.9 1.5% 3 -0.2 pp -0.5 pp +1.5 pp +1.5 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 10.7 5.8% 3 -0.1 pp -0.2 pp +5.8 pp +5.8 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 10.6 3.9% 3 +0.5 pp +1.0 pp +3.9 pp +3.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 10.4 1.9% 3 +0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 10.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 10.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 10.2 1.6% 3 +0.3 pp +0.5 pp +1.6 pp +1.6 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 10.1 5.5% 3 -3.5 pp -7.2 pp +5.5 pp +5.5 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 9.7 8.2% 3 +0.3 pp -0.1 pp +8.2 pp +8.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 9.4 4.2% 3 +0.1 pp -0.1 pp +4.2 pp +4.2 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 9.2 1.7% 3 +0.0 pp -0.2 pp +1.7 pp +1.7 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 8.9 7.3% 3 -0.2 pp -0.6 pp +7.3 pp +7.3 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 8.4 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 8.3 1.1% 3 -0.0 pp -0.7 pp +1.1 pp +1.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 8.2 1.3% 3 -0.6 pp -0.6 pp +1.3 pp +1.3 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 8.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 8.1 2.0% 3 +0.3 pp +0.4 pp +2.0 pp +2.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 6.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 6.5 4.9% 5 -0.2 pp -0.8 pp -1.8 pp -2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 6.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.1 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 6.0 2.8% 3 +0.6 pp +0.1 pp +2.8 pp +2.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 5.9 5.1% 2 +0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 5.6 2.8% 3 +0.7 pp +0.9 pp +2.8 pp +2.8 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 5.6 1.9% 3 +1.2 pp +1.5 pp +1.9 pp +1.9 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 5.6 2.4% 3 +0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 5.5 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WT Wealth Management CIK 0001780507 0.246 138 5.4 1.6% 3 +0.0 pp -0.4 pp +1.6 pp +1.6 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 5.4 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 5.3 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 5.2 3.1% 3 -0.1 pp -0.1 pp +3.1 pp +3.1 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 5.2 3.3% 3 -0.1 pp -0.5 pp +3.3 pp +3.3 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 5.1 3.3% 3 -0.1 pp -0.6 pp +3.3 pp +3.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.1 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.7 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 4.6 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.4 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 4.2 4.0% 3 -0.4 pp -1.0 pp +4.0 pp +4.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.2 2.5% 3 +0.2 pp +0.1 pp +2.5 pp +2.5 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 3.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 3.8 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 3.6 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 3.5 2.0% 2 +1.9 pp +2.0 pp +2.0 pp +2.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 3.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 3.4 1.5% 3 +0.8 pp +0.6 pp +1.5 pp +1.5 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 2.8 1.2% 3 -3.8 pp -3.8 pp +1.2 pp +1.2 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 2.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 2.8 1.7% 3 +0.2 pp +0.3 pp +1.7 pp +1.7 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 2.8 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 2.8 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 2.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.7 0.6% 3 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 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
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 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
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆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
☆United Community Bank CIK 0002000314 0.267 534 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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.4 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 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
☆Main Street Group, LTD CIK 0001965796 0.694 863 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
☆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
☆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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 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
☆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
☆Rice Partnership, LLC CIK 0001736736 0.521 171 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
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 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 +0.0 pp -0.4 pp +0.0 pp +0.0 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
☆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
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -1.0 pp -1.0 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
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -1.5 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
☆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
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.9 pp -0.9 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.2 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
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☆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
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 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
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆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
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 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
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.1 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
☆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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -1.5 pp -2.1 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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