Signals

← Signals

☆SCHZ

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

Flow ranking

Rank#55
Score / z2.826 / 4.23
Consensus196.11 over 386 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 284.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 186.8 18.4% 2 +0.0 pp +18.4 pp +18.4 pp +18.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 168.6 4.8% 2 -0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 146.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 139.6 9.5% 2 -0.3 pp +9.5 pp +9.5 pp +9.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 127.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 97.1 11.2% 2 +0.1 pp +11.2 pp +11.2 pp +11.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 89.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 85.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 78.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 77.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 75.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 63.8 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 56.2 18.2% 2 -1.0 pp +18.2 pp +18.2 pp +18.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 52.6 7.1% 2 -0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 48.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 41.8 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 34.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 33.2 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 32.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 32.1 10.3% 2 +0.0 pp +10.3 pp +10.3 pp +10.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 30.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 29.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 29.3 18.5% 2 -0.5 pp +18.5 pp +18.5 pp +18.5 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 28.7 16.0% 2 -0.5 pp +16.0 pp +16.0 pp +16.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 28.6 10.1% 2 -0.0 pp +10.1 pp +10.1 pp +10.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 28.5 5.6% 2 -0.4 pp +5.6 pp +5.6 pp +5.6 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 28.3 21.7% 3 +2.2 pp -0.2 pp +21.7 pp +21.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 27.7 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.1 0.5% 1 +0.5 pp +0.5 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 26.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 26.2 6.9% 2 -0.3 pp +6.9 pp +6.9 pp +6.9 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 25.0 5.6% 2 -0.5 pp +5.6 pp +5.6 pp +5.6 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 25.0 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 23.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 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 23.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 23.3 9.0% 4 -0.5 pp -1.6 pp -1.6 pp +9.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 22.0 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 21.7 7.4% 2 -0.9 pp +7.4 pp +7.4 pp +7.4 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 20.8 10.8% 2 -0.3 pp +10.8 pp +10.8 pp +10.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 20.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 19.7 3.9% 3 +0.0 pp -0.0 pp +3.9 pp +3.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 18.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 17.7 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 17.5 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 16.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 16.3 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 15.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 15.2 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 13.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 12.0 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 11.7 7.5% 2 -0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 11.6 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 11.6 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 11.5 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 11.0 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 10.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Apriem Advisors CIK 0001425165 0.679 182 10.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 10.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 10.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.4 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 9.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 9.0 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 8.7 5.4% 2 -0.6 pp +5.4 pp +5.4 pp +5.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 8.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 8.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 8.0 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 7.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 7.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 7.9 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 7.7 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 7.4 4.5% 3 -1.7 pp -2.1 pp +4.5 pp +4.5 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 7.3 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 7.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 6.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 6.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 6.6 3.8% 2 -0.5 pp +3.8 pp +3.8 pp +3.8 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 6.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 6.2 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 6.0 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 6.0 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 6.0 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 5.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 5.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 5.8 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 5.8 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 5.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.2 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 5.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 5.1 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 5.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 5.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 4.7 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 4.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 4.6 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 4.5 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 4.5 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 4.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 4.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 4.4 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 4.4 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 4.3 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.9 2.2% 2 -1.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 3.9 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 3.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.6 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 3.5 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
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☆Smart Money Group LLC CIK 0001728866 0.774 86 3.4 1.0% 2 -0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 3.3 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 3.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 3.2 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 3.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 3.2 1.8% 4 -0.2 pp -0.5 pp -0.4 pp +1.8 pp
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☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Red Tortoise LLC CIK 0001910488 0.497 590 3.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 3.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 2.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NWAM LLC CIK 0001655006 0.392 684 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 2.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.4 1.0% 3 -0.2 pp -0.5 pp +1.0 pp +1.0 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 2.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Tactive Advisors, LLC CIK 0002002409 0.103 282 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Range Financial Group LLC CIK 0001928635 0.113 206 2.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 -0.1 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.1 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
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.3 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -1.4 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 (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