Signals

← Signals

☆SCHZ

43 in-universe funds with a nonzero position in SCHZ within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10985
Score / z-0.240 / -1.65
Consensus15.67 over 34 funds
Momentumno 12m return

Price & positioning

251 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 85.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 50.6 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 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 26.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 22.2 21.9% 1 +21.9 pp +21.9 pp +21.9 pp +21.9 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 22.0 10.6% 2 -0.0 pp +10.6 pp +10.6 pp +10.6 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 17.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 15.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 10.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 3.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 2.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 1.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 -0.0 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 SCHZ). Qtrs Held counts distinct quarters this fund has actually held SCHZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHZ position size. Δ columns are the percentage-point change in SCHZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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