SCHY vs EWX overlap
SCHY and EWX overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHY | EWX | Overlap |
|---|---|---|---|
| POYA Intl5904 | 0.09% | 0.13% | 0.09% |
| TUNG HO Steel2006 | 0.07% | 0.08% | 0.07% |
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: SCHY, SEC Form N-PORT, May 31, 2026; EWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHY | EWX |
|---|---|---|
| Creative Planning | $1.6M | $126.4M |
| Bank of America Corp. | $13.3M | $49.7M |
| LPL Financial LLC | $17.6M | $17.9M |
| Morgan Stanley | $1.2M | $26.5M |
| Mariner, LLC | $1.8M | $24.3M |
| Osaic Holdings, Inc. | $19.5M | $1.8M |
| Wells Fargo & Company | $19K | $16.3M |
| Envestnet Asset Management Inc. | $7.0M | $2.8M |
| Integrated Wealth Concepts LLC | $5.8M | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $6.5M | $948K |
| Commonwealth Equity Services, LLC | $5.9M | $931K |
| MML Investors Services, LLC | $4.1M | $2.6M |
| Beacon Pointe Advisors, LLC | $945K | $5.0M |
| Cetera Investment Advisers | $3.2M | $2.6M |
| JPMorgan Chase & Co | $3.9M | $1.4M |
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: SCHY institutional holders, EWX institutional holders.
Frequently asked questions
How much do SCHY and EWX overlap?
0.1% by weight, with 2 holdings in common, using holdings for SCHY as of May 31, 2026 and EWX as of June 30, 2026. The largest shared position is 5904.
Do institutions hold both SCHY and EWX?
44 Form 13F filers report positions in both, out of 356 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%.