SCHR vs MINT overlap
SCHR and MINT overlap 1.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHR | MINT | Overlap |
|---|---|---|---|
| US Treasury N/BT | 1.10% | 6.21% | 1.10% |
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: SCHR, SEC Form N-PORT, June 30, 2026; MINT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHR | MINT |
|---|---|---|
| JPMorgan Chase & Co | $156.8M | $3.2B |
| Assetmark, Inc. | $2.9M | $1.0B |
| Morgan Stanley | $41.2M | $933.1M |
| LPL Financial LLC | $96.8M | $499.5M |
| Royal Bank of Canada | $461.9M | $121.2M |
| Wells Fargo & Company | $67.2M | $511.6M |
| Bank of America Corp. | $132.0M | $232.7M |
| UBS Group AG | $16.7M | $338.4M |
| Envestnet Asset Management Inc. | $233.5M | $104.2M |
| Ameriprise Financial Inc. | $334.0M | $813K |
| Stifel Financial Corp. | $164.4M | $86.6M |
| Focus Partners Wealth | $7.8M | $137.8M |
| AE Wealth Management LLC | $105K | $115.1M |
| Raymond James Financial Inc. | $11.1M | $89.4M |
| Cambridge Investment Research Advisors, Inc. | $17.0M | $76.7M |
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: SCHR institutional holders, MINT institutional holders.
Frequently asked questions
How much do SCHR and MINT overlap?
1.1% by weight, with 1 holdings in common, using holdings for SCHR as of June 30, 2026 and MINT as of June 30, 2026. The largest shared position is T.
Do institutions hold both SCHR and MINT?
218 Form 13F filers report positions in both, out of 1,046 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%.