SCHC vs FEZ overlap
SCHC and FEZ 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; FEZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHC | FEZ |
|---|---|---|
| Morgan Stanley | $13.7M | $252.9M |
| Bank of America Corp. | $8.5M | $192.6M |
| UBS Group AG | $19.9M | $132.4M |
| Creative Planning | $136.1M | $627K |
| Jones Financial Companies LLLP | $120.0M | $2.5M |
| JPMorgan Chase & Co | $1.7M | $118.3M |
| Wells Fargo & Company | $8.8M | $110.3M |
| Goldman Sachs Group Inc. | $4.0M | $110.3M |
| LPL Financial LLC | $6.1M | $73.1M |
| BlackRock, Inc. | $71.5M | $7K |
| PNC Financial Services Group, Inc. | $59.8M | $8K |
| State Street Corp. | $56.1M | $2.7M |
| Envestnet Asset Management Inc. | $34.7M | $15.5M |
| Focus Partners Wealth | $46.3M | $2.6M |
| Royal Bank of Canada | $6.1M | $39.8M |
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, FEZ institutional holders.
Frequently asked questions
How much do SCHC and FEZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHC as of May 31, 2026 and FEZ as of June 30, 2026.
Do institutions hold both SCHC and FEZ?
129 Form 13F filers report positions in both, out of 749 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%.