SCHJ vs LQDH overlap
SCHJ and LQDH 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: SCHJ, SEC Form N-PORT, June 30, 2026; LQDH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHJ | LQDH |
|---|---|---|
| Envestnet Asset Management Inc. | $38.4M | $10.6M |
| LPL Financial LLC | $10.2M | $37.0M |
| Bank of America Corp. | $7.5M | $30.9M |
| Morgan Stanley | $531K | $32.4M |
| Raymond James Financial Inc. | $554K | $14.3M |
| MML Investors Services, LLC | $6.7M | $7.1M |
| Cetera Investment Advisers | $11.3M | $1.3M |
| Cape Investment Advisory, Inc. | $8.5M | $29K |
| HighTower Advisors, LLC | $4.6M | $215K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $3.6M |
| Osaic Holdings, Inc. | $605K | $4.0M |
| Rockefeller Capital Management L.P. | $405K | $4.2M |
| Wells Fargo & Company | $4.6M | $2K |
| JPMorgan Chase & Co | $4.1M | $146K |
| Wealth Enhancement Advisory Services, LLC | $3.8M | $453K |
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, LQDH institutional holders.
Frequently asked questions
How much do SCHJ and LQDH overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHJ as of June 30, 2026 and LQDH as of July 31, 2026.
Do institutions hold both SCHJ and LQDH?
40 Form 13F filers report positions in both, out of 209 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%.