SCHK vs RSPT overlap
SCHK and RSPT overlap 19.9% by weight, across 74 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHK: May 31, 2026, RSPT: 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 | RSPT | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.75% | 1.60% | 1.60% |
| Apple Inc.AAPL | 6.51% | 1.45% | 1.45% |
| Broadcom Inc.AVGO | 3.01% | 1.43% | 1.43% |
| Nvidia Corp.NVDA | 7.29% | 1.37% | 1.37% |
| Micron TechMU | 1.55% | 1.26% | 1.26% |
| ADV Micro DeviceAMD | 1.19% | 1.44% | 1.19% |
| Intel Corp.INTC | 0.77% | 1.15% | 0.77% |
| Cisco SystemsCSCO | 0.68% | 1.33% | 0.68% |
| LAM ResearchLRCX | 0.56% | 1.24% | 0.56% |
| Oracle Corp.ORCL | 0.54% | 0.88% | 0.54% |
| Palantir Techn-aPLTR | 0.51% | 1.29% | 0.51% |
| Applied MaterialAMAT | 0.51% | 1.40% | 0.51% |
| IBMIBM | 0.40% | 1.12% | 0.40% |
| Texas InstrumentTXN | 0.39% | 1.33% | 0.39% |
| Qualcomm Inc.QCOM | 0.38% | 1.05% | 0.38% |
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; RSPT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHK | RSPT |
|---|---|---|
| Financial Engines Advisors L.L.C. | $1.5B | $520K |
| Bank of America Corp. | $5.7M | $260.5M |
| Morgan Stanley | $3.1M | $185.2M |
| Wells Fargo & Company | $2K | $164.7M |
| Creative Planning | $138.9M | $5.7M |
| LPL Financial LLC | $8.9M | $128.6M |
| UBS Group AG | $333K | $94.3M |
| Royal Bank of Canada | $408K | $78.9M |
| Raymond James Financial Inc. | $1.3M | $77.2M |
| JPMorgan Chase & Co | $654K | $72.4M |
| HighTower Advisors, LLC | $1.4M | $60.1M |
| Osaic Holdings, Inc. | $810K | $55.0M |
| Goldman Sachs Group Inc. | $935K | $49.6M |
| Captrust Financial Advisors | $3.2M | $45.0M |
| Mariner, LLC | $16.2M | $16.1M |
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, RSPT institutional holders.
Frequently asked questions
How much do SCHK and RSPT overlap?
19.9% by weight, with 74 holdings in common, using holdings for SCHK as of May 31, 2026 and RSPT as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both SCHK and RSPT?
120 Form 13F filers report positions in both, out of 649 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%.