SCHK vs APUE overlap
SCHK and APUE overlap 84.2% by weight, across 435 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHK | APUE | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.29% | 6.85% | 6.85% |
| Apple Inc.AAPL | 6.51% | 6.42% | 6.42% |
| Microsoft Corp.MSFT | 4.75% | 4.70% | 4.70% |
| Amazon.COM Inc.AMZN | 3.75% | 3.66% | 3.66% |
| Alphabet Inc.-aGOOGL | 3.14% | 3.17% | 3.14% |
| Broadcom Inc.AVGO | 3.01% | 2.98% | 2.98% |
| Alphabet Inc.-CGOOG | 2.50% | 2.50% | 2.50% |
| META Platforms-aMETA | 1.96% | 1.93% | 1.93% |
| Tesla Inc.TSLA | 1.74% | 1.73% | 1.73% |
| Micron TechMU | 1.55% | 1.56% | 1.55% |
| ELI Lilly & CoLLY | 1.24% | 1.32% | 1.24% |
| ADV Micro DeviceAMD | 1.19% | 1.19% | 1.19% |
| JPMorgan ChaseJPM | 1.15% | 1.19% | 1.15% |
| Exxon Mobil Corp.XOM | 0.86% | 0.90% | 0.86% |
| Berkshire HATH-BBRK/B | 1.24% | 0.82% | 0.82% |
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: SCHK, SEC Form N-PORT, May 31, 2026; APUE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHK | APUE |
|---|---|---|
| Envestnet Asset Management Inc. | $307K | $1.2B |
| LPL Financial LLC | $8.9M | $95.3M |
| MML Investors Services, LLC | $2.5M | $42.6M |
| Cetera Investment Advisers | $3.0M | $22.4M |
| Osaic Holdings, Inc. | $810K | $18.7M |
| Mariner, LLC | $16.2M | $1.3M |
| Farther Finance Advisors, LLC | $1.0M | $5.3M |
| Morgan Stanley | $3.1M | $1.0M |
| Signature Estate & Investment Advisors LLC | $3.4M | $303K |
| Cambridge Investment Research Advisors, Inc. | $416K | $1.8M |
| Commonwealth Equity Services, LLC | $733K | $1.2M |
| Merit Financial Group, LLC | $911K | $585K |
| NewEdge Advisors, LLC | $17K | $1.4M |
| JPMorgan Chase & Co | $654K | $613K |
| Brown Advisory Inc. | $938K | $224K |
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: SCHK institutional holders, APUE institutional holders.
Frequently asked questions
How much do SCHK and APUE overlap?
84.2% by weight, with 435 holdings in common, using holdings for SCHK as of May 31, 2026 and APUE as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both SCHK and APUE?
26 Form 13F filers report positions in both, out of 304 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%.