SCHK vs MSLC overlap
SCHK and MSLC overlap 82.4% by weight, across 868 shared holdings.
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Top shared holdings
| Holding | SCHK | MSLC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.29% | 6.61% | 6.61% |
| Apple Inc.AAPL | 6.51% | 4.87% | 4.87% |
| Microsoft Corp.MSFT | 4.75% | 4.98% | 4.75% |
| Amazon.COM Inc.AMZN | 3.75% | 4.46% | 3.75% |
| Alphabet Inc.-aGOOGL | 3.14% | 3.45% | 3.14% |
| Broadcom Inc.AVGO | 3.01% | 2.87% | 2.87% |
| Alphabet Inc.-CGOOG | 2.50% | 2.14% | 2.14% |
| META Platforms-aMETA | 1.96% | 2.33% | 1.96% |
| Micron TechMU | 1.55% | 1.76% | 1.55% |
| Tesla Inc.TSLA | 1.74% | 1.32% | 1.32% |
| JPMorgan ChaseJPM | 1.15% | 1.37% | 1.15% |
| Berkshire HATH-BBRK/B | 1.24% | 1.10% | 1.10% |
| Exxon Mobil Corp.XOM | 0.86% | 0.95% | 0.86% |
| ELI Lilly & CoLLY | 1.24% | 0.86% | 0.86% |
| ADV Micro DeviceAMD | 1.19% | 0.81% | 0.81% |
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; MSLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHK | MSLC |
|---|---|---|
| Morgan Stanley | $3.1M | $2.8B |
| Mariner, LLC | $16.2M | $261K |
| LPL Financial LLC | $8.9M | $1.2M |
| Fifth Third Bancorp | $664K | $3.4M |
| Cetera Investment Advisers | $3.0M | $292K |
| Northwestern Mutual Wealth Management Co | $2.1M | $307K |
| Stifel Financial Corp. | $1.4M | $1.0M |
| Raymond James Financial Inc. | $1.3M | $523K |
| Leavell Investment Management, Inc. | $402K | $883K |
| Osaic Holdings, Inc. | $810K | $73K |
| HB Wealth Management, LLC | $505K | $317K |
| Envestnet Asset Management Inc. | $307K | $385K |
| Integrated Wealth Concepts LLC | $632K | $9K |
| Royal Bank of Canada | $408K | $8K |
| Steward Partners Investment Advisory, LLC | $16K | $195K |
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, MSLC institutional holders.
Frequently asked questions
How much do SCHK and MSLC overlap?
82.4% by weight, with 868 holdings in common, using holdings for SCHK as of May 31, 2026 and MSLC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both SCHK and MSLC?
22 Form 13F filers report positions in both, out of 281 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%.