SCHM vs IJK overlap
SCHM and IJK overlap 36.3% by weight, across 186 shared holdings.
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Top shared holdings
| Holding | SCHM | IJK | Overlap |
|---|---|---|---|
| Twilio Inc. - aTWLO | 0.54% | 1.66% | 0.54% |
| Technipfmc PLCFTI | 0.51% | 1.40% | 0.51% |
| Curtiss-WrightCW | 0.51% | 1.48% | 0.51% |
| Nvent ElectricNVT | 0.50% | 1.45% | 0.50% |
| Sterling InfrastSTRL | 0.49% | 1.36% | 0.49% |
| XPO Inc.XPO | 0.47% | 1.28% | 0.47% |
| United TherapeutUTHR | 0.44% | 1.22% | 0.44% |
| ATI Inc.ATI | 0.44% | 1.42% | 0.44% |
| Macom TechnologyMTSI | 0.44% | 1.32% | 0.44% |
| FabrinetFN | 0.43% | 1.07% | 0.43% |
| Carpenter TechCRS | 0.43% | 1.62% | 0.43% |
| Nextpower Inc.-aNXT | 0.43% | 0.61% | 0.43% |
| Mastec Inc.MTZ | 0.43% | 1.36% | 0.43% |
| MKS Inc.MKSI | 0.40% | 1.13% | 0.40% |
| Entegris Inc.ENTG | 0.39% | 0.58% | 0.39% |
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: SCHM, SEC Form N-PORT, May 31, 2026; IJK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHM | IJK |
|---|---|---|
| Financial Engines Advisors L.L.C. | $1.9B | $137.5M |
| Creative Planning | $1.1B | $24.3M |
| Morgan Stanley | $60.8M | $865.5M |
| Wells Fargo & Company | $17.1M | $692.5M |
| Northwestern Mutual Wealth Management Co | $463.4M | $134.8M |
| FMR LLC | $6.8M | $527.8M |
| Bank of America Corp. | $35.6M | $432.1M |
| Moneta Group Investment Advisors LLC | $433.9M | $15.7M |
| Jones Financial Companies LLLP | $266.2M | $80.4M |
| UBS Group AG | $84.3M | $224.1M |
| Envestnet Asset Management Inc. | $57.2M | $242.7M |
| HighTower Advisors, LLC | $226.7M | $59.4M |
| Goldman Sachs Group Inc. | $19.5M | $251.4M |
| Cerity Partners LLC | $198.5M | $63.0M |
| LPL Financial LLC | $74.4M | $173.5M |
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: SCHM institutional holders, IJK institutional holders.
Frequently asked questions
How much do SCHM and IJK overlap?
36.3% by weight, with 186 holdings in common, using holdings for SCHM as of May 31, 2026 and IJK as of June 30, 2026. The largest shared position is TWLO.
Do institutions hold both SCHM and IJK?
460 Form 13F filers report positions in both, out of 1,601 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%.