SCHC vs FDN overlap
SCHC and FDN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: SCHC, SEC Form N-PORT, May 31, 2026; FDN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHC | FDN |
|---|---|---|
| Morgan Stanley | $13.7M | $287.6M |
| LPL Financial LLC | $6.1M | $186.6M |
| Wells Fargo & Company | $8.8M | $179.2M |
| Savant Capital, LLC | $185.7M | $691K |
| Bank of America Corp. | $8.5M | $173.8M |
| UBS Group AG | $19.9M | $149.4M |
| Creative Planning | $136.1M | $6.4M |
| Jones Financial Companies LLLP | $120.0M | $12.6M |
| Raymond James Financial Inc. | $15.7M | $104.1M |
| Royal Bank of Canada | $6.1M | $97.1M |
| Envestnet Asset Management Inc. | $34.7M | $39.1M |
| BlackRock, Inc. | $71.5M | $1.7M |
| Corient Private Wealth LP | $30.0M | $38.5M |
| PNC Financial Services Group, Inc. | $59.8M | $3.7M |
| Mather Group, LLC. | $53.1M | $141K |
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: SCHC institutional holders, FDN institutional holders.
Frequently asked questions
How much do SCHC and FDN overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHC as of May 31, 2026 and FDN as of June 30, 2026.
Do institutions hold both SCHC and FDN?
190 Form 13F filers report positions in both, out of 919 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%.