SCHH vs GRID overlap
SCHH and GRID 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: SCHH, SEC Form N-PORT, May 31, 2026; GRID, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHH | GRID |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $1.2B | $74.2M |
| US Bancorp | $813.1M | $1.3M |
| Morgan Stanley | $9.4M | $721.1M |
| FMR LLC | $585.7M | $1.5M |
| LPL Financial LLC | $12.3M | $513.9M |
| Bank of America Corp. | $6.7M | $465.9M |
| Creative Planning | $465.5M | $1.3M |
| UBS Group AG | $6.0M | $379.2M |
| Envestnet Asset Management Inc. | $278.4M | $82.5M |
| Wells Fargo & Company | $8.4M | $335.6M |
| Ameriprise Financial Inc. | $51.6M | $224.9M |
| Raymond James Financial Inc. | $4.0M | $249.0M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $150.8M |
| Cetera Investment Advisers | $4.5M | $143.9M |
| Royal Bank of Canada | $1.6M | $107.4M |
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: SCHH institutional holders, GRID institutional holders.
Frequently asked questions
How much do SCHH and GRID overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHH as of May 31, 2026 and GRID as of June 30, 2026.
Do institutions hold both SCHH and GRID?
194 Form 13F filers report positions in both, out of 1,026 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%.