SCHZ vs ICSH overlap
SCHZ and ICSH overlap 0.7% by weight, across 52 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCHZ | ICSH | Overlap |
|---|---|---|---|
| US Treasury N/BT | 0.28% | 0.31% | 0.28% |
| US Treasury N/BT | 0.21% | 0.42% | 0.21% |
| Bank of AMER CRP | 0.02% | 0.10% | 0.02% |
| Goldman Sachs Group Inc. (the) 4.148%/VAR 01/21/2029 | 0.01% | 0.21% | 0.01% |
| Salesforce Inc.CRM | 0.01% | 0.65% | 0.01% |
| Amazon.COM Inc. | 0.01% | 0.43% | 0.01% |
| Morgan StanleyMS | 0.01% | 0.16% | 0.01% |
| Amazon.COM Inc. | 0.01% | 0.14% | 0.01% |
| Morgan Stanley Private Bank NA 4.204%/VAR 11/17/2028 | 0.01% | 0.65% | 0.01% |
| Citigroup Inc. 4.786%/VAR 03/04/2029C | 0.01% | 0.12% | 0.01% |
| WELLS FARGO and CO NEW 4.577%/VAR 05/20/2029WFC | 0.01% | 0.23% | 0.01% |
| Nextera Energy Cap Hldgs Inc. 4.685% 09/01/2027 | 0.01% | 0.12% | 0.01% |
| Morgan Stanley Private Bank NA 4.466%/VAR 07/06/2028 | 0.01% | 0.12% | 0.01% |
| Abbvie Inc. | 0.01% | 0.14% | 0.01% |
| Morgan Stanley B | 0.00% | 0.18% | 0.00% |
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; ICSH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHZ | ICSH |
|---|---|---|
| JPMorgan Chase & Co | $335.0M | $12.2M |
| FMR LLC | $65K | $243.5M |
| UBS Group AG | $15.5M | $215.8M |
| Bank of America Corp. | $32.3M | $197.6M |
| LPL Financial LLC | $25.9M | $193.5M |
| Focus Partners Wealth | $3.0M | $159.0M |
| Wealth Enhancement Advisory Services, LLC | $49.8M | $98.0M |
| Financial Engines Advisors L.L.C. | $131.4M | $14.1M |
| Envestnet Asset Management Inc. | $80.6M | $42.5M |
| HighTower Advisors, LLC | $99.3M | $22.0M |
| BOK Financial Private Wealth, Inc. | $1K | $106.1M |
| Mariner, LLC | $49.3M | $47.8M |
| Royal Bank of Canada | $1.5M | $94.3M |
| Raymond James Financial Inc. | $14.3M | $69.7M |
| Cambridge Investment Research Advisors, Inc. | $17.5M | $57.9M |
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, ICSH institutional holders.
Frequently asked questions
How much do SCHZ and ICSH overlap?
0.7% by weight, with 52 holdings in common, using holdings for SCHZ as of June 30, 2026 and ICSH as of July 31, 2026. The largest shared position is T.
Do institutions hold both SCHZ and ICSH?
185 Form 13F filers report positions in both, out of 1,043 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%.