Signals

← Signals

☆SCHV

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

Flow ranking

Rank#96
Score / z1.987 / 2.53
Consensus309.14 over 579 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+1% / 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 1,455.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,191.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 912.9 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 447.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 315.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 275.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 240.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 191.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 125.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 122.8 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 89.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 81.4 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 80.6 22.8% 1 +22.8 pp +22.8 pp +22.8 pp +22.8 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 73.4 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 72.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 71.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 65.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 63.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CX Institutional CIK 0001737089 0.437 1568 58.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 52.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 51.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 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 50.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 50.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 48.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 48.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 45.6 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 42.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 40.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 38.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 35.3 18.8% 1 +18.8 pp +18.8 pp +18.8 pp +18.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 33.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 32.8 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 32.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 31.8 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 31.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 31.4 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 31.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 31.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 30.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 30.5 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 30.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 29.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 29.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 29.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 28.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 27.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 27.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 27.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 26.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 25.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 23.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 22.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 21.7 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 21.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 21.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 20.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 19.2 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 18.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 18.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 18.1 7.0% 3 -1.9 pp -1.5 pp +7.0 pp +7.0 pp
☆JBGlobal.com LLC CIK 0002051348 0.702 32 17.5 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 17.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 17.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 17.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 16.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 16.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 16.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 16.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 15.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 14.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 14.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 13.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 13.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 12.9 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 12.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Seek First Inc. CIK 0002060504 0.523 67 12.9 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 12.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 11.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 11.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 11.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 10.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 10.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 10.5 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 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 9.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 9.7 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 9.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 9.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 9.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 8.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 8.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 8.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 7.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 7.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 7.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 7.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 7.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 7.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 7.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CONNING INC. CIK 0000801051 0.496 327 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Friday Financial CIK 0002048792 0.653 108 6.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 6.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 6.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 5.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 5.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 5.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 5.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 5.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 5.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 5.4 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
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☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 5.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 4.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Embree Financial Group CIK 0002020860 0.466 283 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 4.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 4.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆RKL Wealth Management LLC CIK 0001604723 0.802 189 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆Apriem Advisors CIK 0001425165 0.679 182 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -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
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SCHV). Qtrs Held counts distinct quarters this fund has actually held SCHV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHV position size. Δ columns are the percentage-point change in SCHV'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