SCHB vs AVLV overlap
SCHB and AVLV overlap 27.0% by weight, across 266 shared holdings.
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Top shared holdings
| Holding | SCHB | AVLV | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 3.62% | 3.17% | 3.17% |
| Apple Inc.AAPL | 6.26% | 3.17% | 3.17% |
| META Platforms-aMETA | 1.89% | 2.74% | 1.89% |
| Microsoft Corp.MSFT | 4.57% | 1.63% | 1.63% |
| Micron TechMU | 1.49% | 4.57% | 1.49% |
| JPMorgan ChaseJPM | 1.10% | 1.78% | 1.10% |
| Exxon Mobil Corp.XOM | 0.83% | 2.58% | 0.83% |
| Walmart Inc.WMT | 0.69% | 0.89% | 0.69% |
| Costco WholesaleCOST | 0.58% | 2.05% | 0.58% |
| Caterpillar Inc.CAT | 0.56% | 2.52% | 0.56% |
| LAM ResearchLRCX | 0.54% | 2.52% | 0.54% |
| Netflix Inc.NFLX | 0.50% | 0.91% | 0.50% |
| Applied MaterialAMAT | 0.49% | 1.06% | 0.49% |
| Merck & CoMRK | 0.40% | 1.75% | 0.40% |
| Qualcomm Inc.QCOM | 0.37% | 0.51% | 0.37% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SCHB, SEC Form N-PORT, May 31, 2026; AVLV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHB | AVLV |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $14.1M | $3.0B |
| PNC Financial Services Group, Inc. | $8.1M | $1.7B |
| UBS Group AG | $1.4B | $48.3M |
| Envestnet Asset Management Inc. | $28.1M | $891.8M |
| Wealth Enhancement Advisory Services, LLC | $70.6M | $843.1M |
| LPL Financial LLC | $86.1M | $365.3M |
| Betterment LLC | $442.9M | $1.5M |
| Ameriprise Financial Inc. | $20.7M | $423.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $331.0M | $62K |
| Focus Partners Wealth | $69.0M | $249.4M |
| Cerity Partners LLC | $47.9M | $248.7M |
| Savant Capital, LLC | $160.7M | $134.8M |
| HighTower Advisors, LLC | $269.2M | $13.7M |
| Waverly Advisors, LLC | $102.2M | $160.0M |
| Bank of America Corp. | $73.5M | $145.2M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SCHB institutional holders, AVLV institutional holders.
Frequently asked questions
How much do SCHB and AVLV overlap?
27.0% by weight, with 266 holdings in common, using holdings for SCHB as of May 31, 2026 and AVLV as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both SCHB and AVLV?
287 Form 13F filers report positions in both, out of 1,666 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.