SCHC vs MCHI overlap
SCHC and MCHI 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; MCHI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHC | MCHI |
|---|---|---|
| BlackRock, Inc. | $71.5M | $293.4M |
| TIAA-CREF Individual & Institutional Services, LLC | $215.4M | $5.5M |
| Goldman Sachs Group Inc. | $4.0M | $143.9M |
| Creative Planning | $136.1M | $742K |
| Jones Financial Companies LLLP | $120.0M | $421K |
| Bank of America Corp. | $8.5M | $110.5M |
| Morgan Stanley | $13.7M | $91.5M |
| UBS Group AG | $19.9M | $68.6M |
| PNC Financial Services Group, Inc. | $59.8M | $474K |
| Envestnet Asset Management Inc. | $34.7M | $24.9M |
| Mather Group, LLC. | $53.1M | $26 |
| Susquehanna International Group, LLP | $1.2M | $51.0M |
| Focus Partners Wealth | $46.3M | $1.2M |
| LPL Financial LLC | $6.1M | $34.9M |
| Russell Investments Group, Ltd. | $32K | $34.0M |
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, MCHI institutional holders.
Frequently asked questions
How much do SCHC and MCHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHC as of May 31, 2026 and MCHI as of May 31, 2026.
Do institutions hold both SCHC and MCHI?
107 Form 13F filers report positions in both, out of 705 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%.