SCHI vs CORP overlap

SCHI and CORP overlap 11.5% by weight, across 272 shared holdings.

SCHICORP

Pick 2 to 4 ETFs.

11.5%

overlap by weight, across 272 shared holdings

SCHI16.4% of the fund is in shared holdings, of 2,345

CORP23.1% of the fund is in shared holdings, of 1,454

Top shared holdings

Holding	SCHI	CORP	Overlap
Bank of AMER CRP	0.24%	0.25%	0.24%
Bank of AMER CRPBAC	0.23%	0.26%	0.23%
Wells Fargo Co	0.19%	0.30%	0.19%
Verizon COMM Inc.VZ	0.18%	0.29%	0.18%
JPMorgan Chase	0.20%	0.18%	0.18%
Bank of AMER CRPBAC	0.23%	0.17%	0.17%
Goldman Sachs GPGS	0.17%	0.39%	0.17%
JPMorgan Chase	0.15%	0.33%	0.15%
Aercap IrelandAER	0.17%	0.14%	0.14%
JPMorgan ChaseJPM	0.14%	0.22%	0.14%
META PlatformsMETA	0.18%	0.14%	0.14%
Bank of AMER CRP	0.13%	0.21%	0.13%
Wells Fargo Co	0.17%	0.13%	0.13%
META Platforms	0.13%	0.18%	0.13%
Citigroup Inc.	0.13%	0.14%	0.13%

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: SCHI, SEC Form N-PORT, June 30, 2026; CORP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 386 holding any

SCHI37.1% of its 13F dollars, 27.6% of its 268 holders

CORP68.4% of its 13F dollars, 38.5% of its 192 holders

Largest institutions holding both

Firm	SCHI	CORP
Bank of America Corp.	$19.5M	$439.6M
Envestnet Asset Management Inc.	$163.8M	$8.1M
LPL Financial LLC	$11.8M	$113.5M
Morgan Stanley	$1.8M	$81.6M
Raymond James Financial Inc.	$56.4M	$5.3M
Royal Bank of Canada	$28.3M	$9.3M
Ameriprise Financial Inc.	$29.5M	$7.1M
Citadel Advisors LLC	$22.8M	$2.3M
NewEdge Advisors, LLC	$67K	$20.2M
Cetera Investment Advisers	$9.7M	$10.5M
UBS Group AG	$49K	$20.1M
Stifel Financial Corp.	$12.7M	$1.3M
MML Investors Services, LLC	$2.8M	$7.7M
Mariner, LLC	$4.7M	$5.8M
Northwestern Mutual Wealth Management Co	$3.4M	$6.9M

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: SCHI institutional holders, CORP institutional holders.

Frequently asked questions

How much do SCHI and CORP overlap?

11.5% by weight, with 272 holdings in common, using holdings for SCHI as of June 30, 2026 and CORP as of June 30, 2026. The largest shared position is BANK OF AMER CRP.

Do institutions hold both SCHI and CORP?

74 Form 13F filers report positions in both, out of 386 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%.