SCHE vs GSIE overlap
SCHE and GSIE overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHE | GSIE | Overlap |
|---|---|---|---|
| Yangzijiang ShipYZJSGD | 0.07% | 0.04% | 0.04% |
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; GSIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHE | GSIE |
|---|---|---|
| Wells Fargo & Company | $54.0M | $1.1B |
| Creative Planning | $764.6M | $5.9M |
| HighTower Advisors, LLC | $343.6M | $27.9M |
| Envestnet Asset Management Inc. | $56.7M | $269.3M |
| LPL Financial LLC | $12.9M | $296.1M |
| Morgan Stanley | $83.0M | $156.8M |
| SigFig Wealth Management, LLC | $11.7M | $226.5M |
| Bank of America Corp. | $12.9M | $199.3M |
| Betterment LLC | $4.0M | $162.0M |
| Northwestern Mutual Wealth Management Co | $115.2M | $28.4M |
| Cetera Investment Advisers | $29.9M | $101.7M |
| US Bancorp | $123.8M | $674K |
| Cerity Partners LLC | $32.7M | $89.3M |
| HB Wealth Management, LLC | $1.6M | $118.6M |
| SageView Advisory Group, LLC | $114.9M | $4.1M |
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, GSIE institutional holders.
Frequently asked questions
How much do SCHE and GSIE overlap?
0.0% by weight, with 1 holdings in common, using holdings for SCHE as of May 31, 2026 and GSIE as of May 31, 2026. The largest shared position is YZJSGD.
Do institutions hold both SCHE and GSIE?
179 Form 13F filers report positions in both, out of 1,064 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%.