SCHD vs CGDV overlap
SCHD and CGDV overlap 7.5% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHD | CGDV | Overlap |
|---|---|---|---|
| Unitedhealth GRPUNH | 5.09% | 2.02% | 2.02% |
| Comcast Corp.-aCMCSA | 2.25% | 1.75% | 1.75% |
| Texas InstrumentTXN | 5.90% | 1.21% | 1.21% |
| Altria Group Inc.MO | 2.94% | 1.00% | 1.00% |
| Amgen Inc.AMGN | 3.47% | 0.79% | 0.79% |
| Abbott LabsABT | 2.96% | 0.75% | 0.75% |
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: SCHD, SEC Form N-PORT, May 31, 2026; CGDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHD | CGDV |
|---|---|---|
| LPL Financial LLC | $1.1B | $4.0B |
| Morgan Stanley | $884.2M | $1.4B |
| Bank of America Corp. | $1.1B | $907.7M |
| Raymond James Financial Inc. | $572.9M | $1.4B |
| Cetera Investment Advisers | $808.2M | $900.6M |
| Envestnet Asset Management Inc. | $560.2M | $1.1B |
| Northwestern Mutual Wealth Management Co | $424.9M | $1.1B |
| Wells Fargo & Company | $323.1M | $1.1B |
| Cambridge Investment Research Advisors, Inc. | $421.7M | $772.9M |
| Commonwealth Equity Services, LLC | $304.6M | $673.6M |
| Jones Financial Companies LLLP | $158.3M | $796.5M |
| UBS Group AG | $452.6M | $485.8M |
| Osaic Holdings, Inc. | $344.7M | $569.0M |
| Royal Bank of Canada | $349.1M | $395.6M |
| Advance Capital Management, Inc. | $988K | $525.2M |
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: SCHD institutional holders, CGDV institutional holders.
Frequently asked questions
How much do SCHD and CGDV overlap?
7.5% by weight, with 6 holdings in common, using holdings for SCHD as of May 31, 2026 and CGDV as of May 31, 2026. The largest shared position is UNH.
Do institutions hold both SCHD and CGDV?
553 Form 13F filers report positions in both, out of 2,360 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%.