SCHJ vs IBHG overlap

SCHJ and IBHG overlap 1.3% by weight, across 68 shared holdings.

SCHJIBHG

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1.3%

overlap by weight, across 68 shared holdings

SCHJ1.7% of the fund is in shared holdings, of 3,255

IBHG1.5% of the fund is in shared holdings, of 223

Top shared holdings

Holding	SCHJ	IBHG	Overlap
Citigroup Inc.	0.12%	0.08%	0.08%
Nextera Energy Cap Hldgs Inc. 4.685% 09/01/2027	0.05%	0.10%	0.05%
Elevance Health	0.04%	0.04%	0.04%
Hewlett Packard Enterprise Co 4.4% 09/25/2027	0.04%	0.04%	0.04%
Arcelormittal SA	0.04%	0.02%	0.02%
GE Healthcare	0.05%	0.02%	0.02%
Las Vegas San	0.03%	0.02%	0.02%
DELL INT / EMC	0.02%	0.02%	0.02%
DCP Midstream OPER LP 5.625% 07/15/2027DCP	0.03%	0.02%	0.02%
Equifax Inc.	0.02%	0.02%	0.02%
Targa ResourcesTRGP	0.03%	0.02%	0.02%
Phillips 66 Co	0.02%	0.02%	0.02%
Essential UTIL	0.02%	0.02%	0.02%
Cheniere Corp. CH	0.03%	0.02%	0.02%
South BOW USA Infrastructure Holdings LLC 4.911% 09/01/2027	0.03%	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: SCHJ, SEC Form N-PORT, June 30, 2026; IBHG, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 242 holding any

SCHJ33.7% of its 13F dollars, 28.3% of its 152 holders

IBHG34.0% of its 13F dollars, 32.3% of its 133 holders

Largest institutions holding both

Firm	SCHJ	IBHG
Envestnet Asset Management Inc.	$38.4M	$223K
LPL Financial LLC	$10.2M	$27.6M
Wells Fargo & Company	$4.6M	$17.9M
Cetera Investment Advisers	$11.3M	$5.6M
Bank of America Corp.	$7.5M	$5.7M
Raymond James Financial Inc.	$554K	$8.9M
Morgan Stanley	$531K	$6.2M
Waverly Advisors, LLC	$5.1M	$204K
HighTower Advisors, LLC	$4.6M	$413K
Cambridge Investment Research Advisors, Inc.	$1.2M	$3.7M
Concurrent Investment Advisors, LLC	$345K	$4.5M
BlackRock, Inc.	$7K	$4.3M
Kestra Advisory Services, LLC	$3.9M	$377K
Wealth Enhancement Advisory Services, LLC	$3.8M	$238K
Foundations Investment Advisors, LLC	$2.1M	$1.8M

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, IBHG institutional holders.

Frequently asked questions

How much do SCHJ and IBHG overlap?

1.3% by weight, with 68 holdings in common, using holdings for SCHJ as of June 30, 2026 and IBHG as of July 31, 2026. The largest shared position is CITIGROUP INC.

Do institutions hold both SCHJ and IBHG?

43 Form 13F filers report positions in both, out of 242 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%.