SCHJ vs CPLB overlap

SCHJ and CPLB overlap 0.9% by weight, across 25 shared holdings.

SCHJCPLB

Pick 2 to 4 ETFs.

0.9%

overlap by weight, across 25 shared holdings

SCHJ0.9% of the fund is in shared holdings, of 3,255

CPLB3.7% of the fund is in shared holdings, of 951

Top shared holdings

Holding	SCHJ	CPLB	Overlap
Bank of AMER CRPBAC	0.13%	0.14%	0.13%
Fidelity NATL in	0.07%	0.12%	0.07%
Barclays PLCBACR	0.05%	0.11%	0.05%
Global PAY Inc.	0.05%	0.14%	0.05%
Ford Motor CRED	0.05%	0.20%	0.05%
Ford Motor CREDF	0.05%	0.11%	0.05%
Capital One FINLCOF	0.05%	0.12%	0.05%
Santander HOLDSANUSA	0.04%	0.23%	0.04%
Banco Santander	0.04%	0.05%	0.04%
Suzano Austria	0.04%	0.26%	0.04%
UNTD Air 20-1 aUAL	0.03%	0.04%	0.03%
Deutsche Bank NY	0.03%	0.14%	0.03%
First HorizonFHN	0.03%	0.16%	0.03%
Deutsche Bank NY	0.03%	0.15%	0.03%
GEN Motors FIN	0.03%	0.15%	0.03%

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: SCHJ, SEC Form N-PORT, June 30, 2026; CPLB, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 160 holding any

SCHJ17.0% of its 13F dollars, 5.9% of its 152 holders

CPLB12.6% of its 13F dollars, 52.9% of its 17 holders

Largest institutions holding both

Firm	SCHJ	CPLB
Envestnet Asset Management Inc.	$38.4M	$10.3M
Morgan Stanley	$531K	$17.8M
Cetera Investment Advisers	$11.3M	$895K
Cambridge Investment Research Advisors, Inc.	$1.2M	$8.6M
Fortis Group Advisors, LLC	$485K	$1.8M
Jane Street Group, LLC	$659K	$619K
Osaic Holdings, Inc.	$605K	$302K
Susquehanna International Group, LLP	$335K	$304K
Royal Bank of Canada	$535K	$37K

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: SCHJ institutional holders, CPLB institutional holders.

Frequently asked questions

How much do SCHJ and CPLB overlap?

0.9% by weight, with 25 holdings in common, using holdings for SCHJ as of June 30, 2026 and CPLB as of July 31, 2026. The largest shared position is BAC.

Do institutions hold both SCHJ and CPLB?

9 Form 13F filers report positions in both, out of 160 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%.