SCHZ vs EAGG overlap
SCHZ and EAGG overlap 51.6% by weight, across 4,194 shared holdings.
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Top shared holdings
| Holding | SCHZ | EAGG | Overlap |
|---|---|---|---|
| US Treasury N/B | 0.39% | 0.41% | 0.39% |
| US Treasury N/BT | 0.39% | 0.40% | 0.39% |
| US Treasury N/B | 0.37% | 0.39% | 0.37% |
| US Treasury N/BT | 0.37% | 0.38% | 0.37% |
| US Treasury N/B | 0.37% | 0.40% | 0.37% |
| US Treasury N/B | 0.36% | 0.37% | 0.36% |
| US Treasury N/B | 0.36% | 0.37% | 0.36% |
| US Treasury N/B | 0.36% | 0.47% | 0.36% |
| US Treasury N/B | 0.35% | 0.35% | 0.35% |
| US Treasury N/B | 0.36% | 0.34% | 0.34% |
| US Treasury N/B | 0.33% | 0.32% | 0.32% |
| US Treasury N/B | 0.32% | 0.32% | 0.32% |
| US Treasury N/B | 0.30% | 0.32% | 0.30% |
| US Treasury N/BT | 0.29% | 0.37% | 0.29% |
| US Treasury N/BT | 0.39% | 0.29% | 0.29% |
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: SCHZ, SEC Form N-PORT, June 30, 2026; EAGG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHZ | EAGG |
|---|---|---|
| Bank of America Corp. | $32.3M | $1.1B |
| JPMorgan Chase & Co | $335.0M | $449.3M |
| Envestnet Asset Management Inc. | $80.6M | $256.6M |
| Rockbridge Investment Management, LCC | $241.0M | $608K |
| Mercer Global Advisors Inc. | $20.4M | $201.4M |
| Ameriprise Financial Inc. | $157.5M | $35.2M |
| LPL Financial LLC | $25.9M | $150.9M |
| Goldman Sachs Group Inc. | $71.0M | $92.5M |
| Financial Engines Advisors L.L.C. | $131.4M | $11.4M |
| Northwestern Mutual Wealth Management Co | $6.9M | $109.3M |
| HighTower Advisors, LLC | $99.3M | $6.4M |
| BlackRock, Inc. | $88K | $93.5M |
| Raymond James Financial Inc. | $14.3M | $74.8M |
| Betterment LLC | $262K | $85.9M |
| Wealth Enhancement Advisory Services, LLC | $49.8M | $24.9M |
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: SCHZ institutional holders, EAGG institutional holders.
Frequently asked questions
How much do SCHZ and EAGG overlap?
51.6% by weight, with 4,194 holdings in common, using holdings for SCHZ as of June 30, 2026 and EAGG as of May 31, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both SCHZ and EAGG?
215 Form 13F filers report positions in both, out of 939 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%.