Signals

← Signals

☆SCHV

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

Flow ranking

Rank#125
Score / z1.508 / 2.13
Consensus310.02 over 580 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-40% / 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 1,503.1 2.8% 3 -0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,355.6 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1,040.2 10.7% 3 +0.7 pp +1.0 pp +10.7 pp +10.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 491.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 343.6 0.5% 4 +0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 301.7 8.4% 3 +0.0 pp -0.3 pp +8.4 pp +8.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 269.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 252.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 211.1 7.6% 2 +3.6 pp +7.6 pp +7.6 pp +7.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 194.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 139.8 1.1% 3 -0.0 pp -0.4 pp +1.1 pp +1.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 109.1 8.4% 3 -1.8 pp -2.5 pp +8.4 pp +8.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 107.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 96.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 94.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 90.3 22.7% 3 +0.2 pp -0.1 pp +22.7 pp +22.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 89.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 88.3 3.0% 3 +0.2 pp -0.6 pp +3.0 pp +3.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 88.2 14.4% 3 +0.1 pp -0.5 pp +14.4 pp +14.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 82.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 81.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 78.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 73.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 62.0 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 61.0 6.5% 3 +0.2 pp +0.4 pp +6.5 pp +6.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 60.3 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 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 56.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 54.7 1.6% 3 -0.0 pp -0.4 pp +1.6 pp +1.6 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 50.6 11.9% 3 -0.0 pp -0.3 pp +11.9 pp +11.9 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 50.2 8.6% 3 +0.2 pp -0.0 pp +8.6 pp +8.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 49.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 48.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 40.5 4.3% 3 +0.1 pp -0.2 pp +4.3 pp +4.3 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 38.1 18.3% 3 -0.1 pp -0.6 pp +18.3 pp +18.3 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 38.0 15.8% 3 -0.0 pp -0.1 pp +15.8 pp +15.8 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 36.4 6.4% 3 -0.7 pp -1.1 pp +6.4 pp +6.4 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 35.2 3.9% 3 -0.2 pp -0.1 pp +3.9 pp +3.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 35.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 35.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 34.8 4.9% 3 -0.1 pp +0.1 pp +4.9 pp +4.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 34.4 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 34.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 33.6 9.3% 3 +0.1 pp +0.0 pp +9.3 pp +9.3 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 33.6 10.3% 3 -0.1 pp -0.2 pp +10.3 pp +10.3 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 32.9 17.4% 3 -0.6 pp -1.3 pp +17.4 pp +17.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 32.6 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 32.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 31.5 7.7% 3 -0.2 pp -0.5 pp +7.7 pp +7.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 30.8 4.2% 3 +0.2 pp +0.4 pp +4.2 pp +4.2 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 29.8 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 29.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 28.5 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 28.2 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 28.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 27.7 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 26.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 25.9 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 25.0 18.3% 3 +0.3 pp +0.3 pp +18.3 pp +18.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 23.1 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 22.6 12.8% 3 +0.3 pp +0.7 pp +12.8 pp +12.8 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 21.6 4.6% 3 -0.2 pp -0.3 pp +4.6 pp +4.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 21.2 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 21.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 20.7 6.8% 3 +0.4 pp +0.8 pp +6.8 pp +6.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 20.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 20.2 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 20.1 7.0% 3 +0.1 pp +0.1 pp +7.0 pp +7.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 19.3 5.9% 5 -0.1 pp -1.1 pp -3.0 pp -2.5 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 19.3 6.5% 3 -0.2 pp +1.1 pp +6.5 pp +6.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 18.6 4.3% 3 +0.1 pp +0.1 pp +4.3 pp +4.3 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 18.3 6.1% 3 +0.4 pp +0.4 pp +6.1 pp +6.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 18.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 18.0 4.5% 3 +0.2 pp +2.1 pp +4.5 pp +4.5 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 17.9 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 17.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 17.7 5.4% 3 +5.2 pp -0.6 pp +5.4 pp +5.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 16.4 3.4% 3 +0.1 pp +0.0 pp +3.4 pp +3.4 pp
☆Seek First Inc. CIK 0002060504 0.523 67 16.0 11.0% 3 -0.1 pp -0.4 pp +11.0 pp +11.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 15.7 5.0% 4 +0.2 pp -0.0 pp -0.3 pp +5.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 15.6 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 14.8 2.5% 3 -0.0 pp -0.2 pp +2.5 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 13.9 5.9% 3 +0.0 pp +0.1 pp +5.9 pp +5.9 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 13.9 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 12.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 12.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 12.6 4.1% 3 -0.2 pp -0.6 pp +4.1 pp +4.1 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 12.1 4.0% 3 -0.2 pp -0.7 pp +4.0 pp +4.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 12.1 0.8% 3 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 11.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 11.4 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 11.4 3.5% 3 -0.0 pp -0.1 pp +3.5 pp +3.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 11.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 10.5 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 10.3 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 10.2 3.4% 3 +0.0 pp -0.0 pp +3.4 pp +3.4 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 10.1 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 9.8 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.7 2.3% 3 +0.0 pp +0.0 pp +2.3 pp +2.3 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 9.3 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 9.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Friday Financial CIK 0002048792 0.653 108 9.2 3.2% 3 -0.1 pp +0.0 pp +3.2 pp +3.2 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 9.1 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 8.7 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 8.6 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 8.4 4.0% 4 -0.2 pp -0.6 pp -0.7 pp +4.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 8.4 3.6% 3 +0.1 pp -0.0 pp +3.6 pp +3.6 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 8.3 3.4% 3 -0.1 pp -0.1 pp +3.4 pp +3.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 8.2 2.9% 3 -0.2 pp -0.3 pp +2.9 pp +2.9 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 8.2 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 8.1 2.4% 3 +0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.8 1.6% 3 -1.0 pp -1.1 pp +1.6 pp +1.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 7.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 7.3 5.1% 3 +0.6 pp +0.6 pp +5.1 pp +5.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.2 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 6.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 6.6 3.7% 3 -0.0 pp -0.1 pp +3.7 pp +3.7 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 6.5 3.2% 3 -0.0 pp -0.3 pp +3.2 pp +3.2 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 6.5 3.5% 3 +0.0 pp +0.0 pp +3.5 pp +3.5 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 6.4 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.4 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 6.3 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 6.2 4.2% 3 +0.1 pp -0.1 pp +4.2 pp +4.2 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 6.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 5.9 3.5% 3 -0.0 pp -0.1 pp +3.5 pp +3.5 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 5.9 4.0% 3 -0.3 pp +0.2 pp +4.0 pp +4.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 5.9 1.7% 3 -0.1 pp -0.4 pp +1.7 pp +1.7 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 5.9 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 5.7 4.0% 4 -0.1 pp -0.4 pp -0.1 pp +4.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 5.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.6 1.5% 3 +0.6 pp +0.4 pp +1.5 pp +1.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 5.3 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Rinkey Investments CIK 0001730774 0.601 128 5.2 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 5.2 5.2% 3 +2.0 pp +2.0 pp +5.2 pp +5.2 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 5.1 4.3% 3 -0.3 pp -0.5 pp +4.3 pp +4.3 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 5.1 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆New Hampshire Trust CIK 0001961742 0.436 176 4.8 0.9% 3 +0.5 pp +0.6 pp +0.9 pp +0.9 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 4.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 4.8 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Embree Financial Group CIK 0002020860 0.466 283 4.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 4.7 2.3% 3 -0.8 pp -1.0 pp +2.3 pp +2.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆One Capital Management, LLC CIK 0001606588 0.779 522 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 4.5 3.8% 3 -0.2 pp -0.4 pp +3.8 pp +3.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.344 361 4.3 0.6% 3 +0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 4.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 4.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 4.2 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 4.2 1.8% 2 +1.6 pp +1.8 pp +1.8 pp +1.8 pp
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☆RKL Wealth Management LLC CIK 0001604723 0.802 189 3.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Joseph Group Capital Management CIK 0001910383 0.433 387 3.5 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.4 1.7% 3 -0.3 pp -0.3 pp +1.7 pp +1.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 3.3 1.3% 3 -0.2 pp -0.2 pp +1.3 pp +1.3 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 3.3 1.4% 3 +0.0 pp -0.5 pp +1.4 pp +1.4 pp
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☆Compass Advisory Group LLC CIK 0001720292 0.720 89 3.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
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☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 3.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 2.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
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☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +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% 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
☆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
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 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 -0.1 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -1.0 pp -1.2 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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
☆Bradyco, Inc. CIK 0002055007 0.075 33 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -1.9 pp -1.7 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 0.0 0.0% 0 -28.3 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
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 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 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -2.4 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 (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