SCHE vs BBIN overlap
SCHE and BBIN overlap 0.1% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHE: May 31, 2026, BBIN: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SCHE | BBIN | Overlap |
|---|---|---|---|
| WUXI Biologics C2269 | 0.15% | 0.08% | 0.08% |
| SBP Group1177 | 0.06% | 0.03% | 0.03% |
| 3sbio Inc.1530 | 0.04% | 0.02% | 0.02% |
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: SCHE, SEC Form N-PORT, May 31, 2026; BBIN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHE | BBIN |
|---|---|---|
| JPMorgan Chase & Co | $56.5M | $4.4B |
| Creative Planning | $764.6M | $908K |
| Morgan Stanley | $83.0M | $246.2M |
| Integrated Wealth Concepts LLC | $1.9M | $280.5M |
| US Bancorp | $123.8M | $37K |
| Northwestern Mutual Wealth Management Co | $115.2M | $4.1M |
| Envestnet Asset Management Inc. | $56.7M | $9.0M |
| Bank of America Corp. | $12.9M | $52.6M |
| Sanctuary Advisors, LLC | $63.9M | $1.5M |
| Cetera Investment Advisers | $29.9M | $31.4M |
| FMR LLC | $56.2M | $366K |
| Osaic Holdings, Inc. | $25.2M | $31.0M |
| Wells Fargo & Company | $54.0M | $39 |
| Aptus Capital Advisors, LLC | $1.7M | $50.8M |
| Wealth Enhancement Advisory Services, LLC | $47.0M | $298K |
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: SCHE institutional holders, BBIN institutional holders.
Frequently asked questions
How much do SCHE and BBIN overlap?
0.1% by weight, with 3 holdings in common, using holdings for SCHE as of May 31, 2026 and BBIN as of July 31, 2026. The largest shared position is 2269.
Do institutions hold both SCHE and BBIN?
78 Form 13F filers report positions in both, out of 937 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%.