SCHB vs DIA overlap
640 institutions report holding both SCHB and DIA.
SCHBDIA
Pick 2 to 4 ETFs.
We don’t have holdings for DIA. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
640
institutions report holding both, of 2,199 holding any
SCHB65.7% of its 13F dollars, 46.0% of its 1,390 holders
DIA75.2% of its 13F dollars, 44.2% of its 1,449 holders
Largest institutions holding both
| Firm | SCHB | DIA |
|---|---|---|
| UBS Group AG | $1.4B | $466.1M |
| Morgan Stanley | $100.2M | $1.7B |
| Wealthfront Advisers LLC | $1.5B | $4.3M |
| Bank of America Corp. | $73.5M | $1.1B |
| LPL Financial LLC | $86.1M | $870.9M |
| Wells Fargo & Company | $69.2M | $630.1M |
| IMC-Chicago, LLC | $680K | $628.3M |
| Royal Bank of Canada | $83.5M | $443.7M |
| Bank of Montreal | $3.5M | $474.2M |
| Betterment LLC | $442.9M | $1.3M |
| JPMorgan Chase & Co | $31.8M | $367.0M |
| Focus Partners Wealth | $69.0M | $298.0M |
| Qube Research & Technologies Ltd | $176K | $364.9M |
| SCS Capital Management LLC | $345.6M | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $99.6M | $243.7M |
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, DIA institutional holders.
Frequently asked questions
Do institutions hold both SCHB and DIA?
640 Form 13F filers report positions in both, out of 2,199 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%.