SCHK vs LRGF overlap
SCHK and LRGF overlap 65.8% by weight, across 271 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHK: May 31, 2026, LRGF: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SCHK | LRGF | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.29% | 7.07% | 7.07% |
| Apple Inc.AAPL | 6.51% | 6.54% | 6.51% |
| Microsoft Corp.MSFT | 4.75% | 4.86% | 4.75% |
| Amazon.COM Inc.AMZN | 3.75% | 3.40% | 3.40% |
| Broadcom Inc.AVGO | 3.01% | 2.97% | 2.97% |
| Alphabet Inc.-CGOOG | 2.50% | 4.25% | 2.50% |
| META Platforms-aMETA | 1.96% | 1.69% | 1.69% |
| Micron TechMU | 1.55% | 1.20% | 1.20% |
| ELI Lilly & CoLLY | 1.24% | 1.20% | 1.20% |
| JPMorgan ChaseJPM | 1.15% | 1.60% | 1.15% |
| Alphabet Inc.-aGOOGL | 3.14% | 1.02% | 1.02% |
| Tesla Inc.TSLA | 1.74% | 1.00% | 1.00% |
| Exxon Mobil Corp.XOM | 0.86% | 1.00% | 0.86% |
| ADV Micro DeviceAMD | 1.19% | 0.84% | 0.84% |
| VISA Inc.-Class aV | 0.78% | 1.26% | 0.78% |
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; LRGF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHK | LRGF |
|---|---|---|
| Halbert Hargrove Global Advisors, LLC | $127K | $273.9M |
| Wells Fargo & Company | $2K | $227.3M |
| SigFig Wealth Management, LLC | $1.3M | $220.0M |
| Creative Planning | $138.9M | $1.6M |
| Integrated Wealth Concepts LLC | $632K | $66.4M |
| Cardinal Point Capital Management ULC | $411K | $55.7M |
| Focus Partners Wealth | $20.7M | $35.3M |
| Envestnet Asset Management Inc. | $307K | $52.9M |
| JPMorgan Chase & Co | $654K | $50.6M |
| Morgan Stanley | $3.1M | $38.8M |
| LPL Financial LLC | $8.9M | $26.5M |
| Osaic Holdings, Inc. | $810K | $30.6M |
| Bank of America Corp. | $5.7M | $18.4M |
| Northwestern Mutual Wealth Management Co | $2.1M | $21.4M |
| Vise Technologies, Inc. | $746K | $17.4M |
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, LRGF institutional holders.
Frequently asked questions
How much do SCHK and LRGF overlap?
65.8% by weight, with 271 holdings in common, using holdings for SCHK as of May 31, 2026 and LRGF as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both SCHK and LRGF?
81 Form 13F filers report positions in both, out of 441 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%.