SCHQ vs IBD overlap
SCHQ and IBD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: SCHQ, SEC Form N-PORT, June 30, 2026; IBD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHQ | IBD |
|---|---|---|
| Envestnet Asset Management Inc. | $43.4M | $4.3M |
| Faithward Advisors, LLC | $1.1M | $40.8M |
| LPL Financial LLC | $18.8M | $19.6M |
| Creative Financial Designs Inc. | $85K | $23.0M |
| MML Investors Services, LLC | $12.5M | $381K |
| Cetera Investment Advisers | $7.4M | $1.9M |
| Wells Fargo & Company | $8.3M | $144K |
| Goldman Sachs Group Inc. | $2.8M | $2.7M |
| Assetmark, Inc. | $563 | $5.3M |
| Royal Bank of Canada | $4.5M | $573K |
| Morgan Stanley | $5.0M | $2K |
| Allworth Financial LP | $1K | $4.3M |
| Raymond James Financial Inc. | $1.7M | $2.3M |
| IFP Advisors, Inc | $1.7M | $1.9M |
| Osaic Holdings, Inc. | $216K | $3.0M |
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: SCHQ institutional holders, IBD institutional holders.
Frequently asked questions
How much do SCHQ and IBD overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHQ as of June 30, 2026 and IBD as of May 31, 2026.
Do institutions hold both SCHQ and IBD?
29 Form 13F filers report positions in both, out of 199 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%.