SCHY vs JHMD overlap
SCHY and JHMD overlap 11.0% by weight, across 39 shared holdings.
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Top shared holdings
| Holding | SCHY | JHMD | Overlap |
|---|---|---|---|
| Vinci SADG | 3.73% | 1.70% | 1.70% |
| Roper TechnologiROP | 3.66% | 0.77% | 0.77% |
| Allianz SE-REGALIZF | 4.25% | 0.60% | 0.60% |
| BHP Group Ltd.BHP | 4.55% | 0.58% | 0.58% |
| DBS Group HldgsDBS | 1.22% | 0.53% | 0.53% |
| Totalenergies SETTE | 4.50% | 0.51% | 0.51% |
| Muenchener RUE-RMUV2 | 0.85% | 0.50% | 0.50% |
| DHL GroupDHL | 4.26% | 0.50% | 0.50% |
| BRIT AMER TobaccBATS | 4.08% | 0.47% | 0.47% |
| Unilever PLCULVR | 3.31% | 0.40% | 0.40% |
| Zurich InsuranceZURN | 1.35% | 0.40% | 0.40% |
| Koninklijke AHOLAD | 1.65% | 0.38% | 0.38% |
| AXACS | 0.95% | 0.35% | 0.35% |
| Imperial BrandsIMB | 1.19% | 0.33% | 0.33% |
| QBE InsuranceQBE | 0.30% | 0.44% | 0.30% |
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; JHMD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHY | JHMD |
|---|---|---|
| LPL Financial LLC | $17.6M | $68.8M |
| Morgan Stanley | $1.2M | $74.2M |
| Raymond James Financial Inc. | $2.8M | $53.0M |
| Wells Fargo & Company | $19K | $42.5M |
| Jones Financial Companies LLLP | $1K | $42.2M |
| Bank of America Corp. | $13.3M | $24.1M |
| Envestnet Asset Management Inc. | $7.0M | $25.0M |
| Osaic Holdings, Inc. | $19.5M | $841K |
| Commonwealth Equity Services, LLC | $5.9M | $9.1M |
| HighTower Advisors, LLC | $13.8M | $234K |
| Royal Bank of Canada | $3.5M | $9.3M |
| Cambridge Investment Research Advisors, Inc. | $6.5M | $3.8M |
| Integrated Wealth Concepts LLC | $5.8M | $3.5M |
| Cetera Investment Advisers | $3.2M | $5.7M |
| MCF Advisors LLC | $246K | $7.7M |
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, JHMD institutional holders.
Frequently asked questions
How much do SCHY and JHMD overlap?
11.0% by weight, with 39 holdings in common, using holdings for SCHY as of May 31, 2026 and JHMD as of June 30, 2026. The largest shared position is DG.
Do institutions hold both SCHY and JHMD?
38 Form 13F filers report positions in both, out of 273 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%.