SCHY vs IDVO overlap
SCHY and IDVO overlap 0.8% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHY | IDVO | Overlap |
|---|---|---|---|
| Totalenergies SETTE | 4.50% | 0.75% | 0.75% |
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; IDVO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHY | IDVO |
|---|---|---|
| Raymond James Financial Inc. | $2.8M | $95.9M |
| LPL Financial LLC | $17.6M | $41.9M |
| Janney Montgomery Scott LLC | $667K | $45.5M |
| Osaic Holdings, Inc. | $19.5M | $25.8M |
| Stifel Financial Corp. | $4.9M | $19.2M |
| Sequoia Financial Advisors, LLC | $2.8M | $17.7M |
| Morgan Stanley | $1.2M | $18.1M |
| Commonwealth Equity Services, LLC | $5.9M | $9.4M |
| UBS Group AG | $445K | $14.5M |
| HighTower Advisors, LLC | $13.8M | $283K |
| Royal Bank of Canada | $3.5M | $9.9M |
| Envestnet Asset Management Inc. | $7.0M | $5.2M |
| Northwestern Mutual Wealth Management Co | $4.2M | $5.9M |
| Steward Partners Investment Advisory, LLC | $222K | $6.0M |
| Truist Financial Corp. | $213K | $5.7M |
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: SCHY institutional holders, IDVO institutional holders.
Frequently asked questions
How much do SCHY and IDVO overlap?
0.8% by weight, with 1 holdings in common, using holdings for SCHY as of May 31, 2026 and IDVO as of June 30, 2026. The largest shared position is TTE.
Do institutions hold both SCHY and IDVO?
49 Form 13F filers report positions in both, out of 295 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%.