SCHR vs SCHP overlap
SCHR and SCHP 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: SCHR, SEC Form N-PORT, June 30, 2026; SCHP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHR | SCHP |
|---|---|---|
| Empower Advisory Group, LLC | $700K | $1.5B |
| JPMorgan Chase & Co | $156.8M | $741.5M |
| Royal Bank of Canada | $461.9M | $5.7M |
| Ameriprise Financial Inc. | $334.0M | $90.7M |
| Envestnet Asset Management Inc. | $233.5M | $166.8M |
| Alliancebernstein L.P. | $144.5M | $247.1M |
| Cerity Partners LLC | $38.2M | $280.4M |
| Bank of America Corp. | $132.0M | $95.4M |
| CENTRAL TRUST Co | $2K | $216.0M |
| Morgan Stanley | $41.2M | $134.3M |
| Alesco Advisors, LLC, An ESL Co | $602K | $171.4M |
| Stifel Financial Corp. | $164.4M | $4.5M |
| UBS Group AG | $16.7M | $140.8M |
| LPL Financial LLC | $96.8M | $43.9M |
| Wealth Enhancement Advisory Services, LLC | $74.7M | $50.0M |
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: SCHR institutional holders, SCHP institutional holders.
Frequently asked questions
How much do SCHR and SCHP overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHR as of June 30, 2026 and SCHP as of June 30, 2026.
Do institutions hold both SCHR and SCHP?
288 Form 13F filers report positions in both, out of 1,002 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%.