SCHX vs SCHG overlap
SCHX and SCHG overlap 54.8% by weight, across 193 shared holdings.
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Top shared holdings
| Holding | SCHX | SCHG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.50% | 11.01% | 7.50% |
| Apple Inc.AAPL | 6.69% | 9.83% | 6.69% |
| Microsoft Corp.MSFT | 4.88% | 7.17% | 4.88% |
| Amazon.COM Inc.AMZN | 3.86% | 5.67% | 3.86% |
| Alphabet Inc.-aGOOGL | 3.23% | 4.75% | 3.23% |
| Broadcom Inc.AVGO | 3.10% | 4.55% | 3.10% |
| Alphabet Inc.-CGOOG | 2.57% | 3.78% | 2.57% |
| META Platforms-aMETA | 2.02% | 3.45% | 2.02% |
| Tesla Inc.TSLA | 1.79% | 3.91% | 1.79% |
| ELI Lilly & CoLLY | 1.28% | 3.05% | 1.28% |
| ADV Micro DeviceAMD | 1.23% | 2.93% | 1.23% |
| VISA Inc.-Class aV | 0.80% | 1.92% | 0.80% |
| Costco WholesaleCOST | 0.62% | 1.48% | 0.62% |
| Mastercard Inc.-aMA | 0.59% | 1.40% | 0.59% |
| Netflix Inc.NFLX | 0.53% | 1.27% | 0.53% |
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: SCHX, SEC Form N-PORT, May 31, 2026; SCHG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHX | SCHG |
|---|---|---|
| US Bancorp | $5.1B | $18.7M |
| SEI Investments Co | $950.6M | $1.6B |
| Creative Planning | $2.4B | $110.0M |
| Envestnet Asset Management Inc. | $127.3M | $2.1B |
| LPL Financial LLC | $252.0M | $1.3B |
| Northwestern Mutual Wealth Management Co | $1.1B | $371.2M |
| Moneta Group Investment Advisors LLC | $1.1B | $225.5M |
| Financial Engines Advisors L.L.C. | $2.9M | $1.3B |
| HBK Sorce Advisory LLC | $1.1B | $3.3M |
| Mariner, LLC | $303.5M | $653.4M |
| Betterment LLC | $842.5M | $14.1M |
| Vantagepoint Investment Advisers LLC | $215.8M | $577.6M |
| Fund Evaluation Group, LLC | $247.4M | $495.7M |
| Osaic Holdings, Inc. | $103.2M | $622.6M |
| Cetera Investment Advisers | $49.9M | $644.2M |
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: SCHX institutional holders, SCHG institutional holders.
Frequently asked questions
How much do SCHX and SCHG overlap?
54.8% by weight, with 193 holdings in common, using holdings for SCHX as of May 31, 2026 and SCHG as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both SCHX and SCHG?
1,004 Form 13F filers report positions in both, out of 2,265 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%.