SCHM vs SCHA overlap
SCHM and SCHA overlap 31.8% by weight, across 204 shared holdings.
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Top shared holdings
| Holding | SCHM | SCHA | Overlap |
|---|---|---|---|
| Sandisk Corp.SNDK | 4.64% | 5.28% | 4.64% |
| Lumentum HOLLITE | 1.13% | 1.29% | 1.13% |
| Revolution MedicRVMD | 0.57% | 0.65% | 0.57% |
| Sterling InfrastSTRL | 0.49% | 0.56% | 0.49% |
| ATI Inc.ATI | 0.44% | 0.50% | 0.44% |
| Macom TechnologyMTSI | 0.44% | 0.50% | 0.44% |
| Nextpower Inc.-aNXT | 0.43% | 0.49% | 0.43% |
| MKS Inc.MKSI | 0.40% | 0.46% | 0.40% |
| Coeur Mining Inc.CDE | 0.37% | 0.42% | 0.37% |
| Guardant HealthGH | 0.31% | 0.35% | 0.31% |
| Rambus Inc.RMBS | 0.29% | 0.33% | 0.29% |
| Dycom INDSDY | 0.28% | 0.32% | 0.28% |
| Pinnacle FinanciPNFP | 0.27% | 0.31% | 0.27% |
| Modine Mfg CoMOD | 0.27% | 0.31% | 0.27% |
| Mueller INDSMLI | 0.27% | 0.30% | 0.27% |
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; SCHA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHM | SCHA |
|---|---|---|
| Financial Engines Advisors L.L.C. | $1.9B | $151.4M |
| Empower Advisory Group, LLC | $350K | $1.4B |
| Creative Planning | $1.1B | $212.2M |
| Northwestern Mutual Wealth Management Co | $463.4M | $220.4M |
| Bank of America Corp. | $35.6M | $496.9M |
| Moneta Group Investment Advisors LLC | $433.9M | $75.5M |
| Advisory Alpha, LLC | $257.5M | $137.2M |
| Jones Financial Companies LLLP | $266.2M | $75.2M |
| Cerity Partners LLC | $198.5M | $136.2M |
| HighTower Advisors, LLC | $226.7M | $58.6M |
| UBS Group AG | $84.3M | $186.8M |
| Wealth Enhancement Advisory Services, LLC | $118.7M | $97.4M |
| Mariner, LLC | $96.9M | $118.8M |
| Savant Capital, LLC | $114.6M | $95.0M |
| Legacy Wealth Management, LLC | $158.0M | $26.5M |
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, SCHA institutional holders.
Frequently asked questions
How much do SCHM and SCHA overlap?
31.8% by weight, with 204 holdings in common, using holdings for SCHM as of May 31, 2026 and SCHA as of May 31, 2026. The largest shared position is SNDK.
Do institutions hold both SCHM and SCHA?
824 Form 13F filers report positions in both, out of 1,594 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%.