SDVY vs SCHA overlap
SDVY and SCHA overlap 10.5% by weight, across 97 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SDVY | SCHA | Overlap |
|---|---|---|---|
| Pinnacle FinanciPNFP | 0.42% | 0.31% | 0.31% |
| Mueller INDSMLI | 0.89% | 0.30% | 0.30% |
| New York Times-aNYT | 0.82% | 0.26% | 0.26% |
| Hecla Mining CoHL | 0.36% | 0.25% | 0.25% |
| Applied INDU TECAIT | 1.00% | 0.24% | 0.24% |
| Valmont INDSVMI | 0.27% | 0.22% | 0.22% |
| Wintrust FINLWTFC | 0.93% | 0.21% | 0.21% |
| Ensign Group Inc.ENSG | 0.36% | 0.20% | 0.20% |
| Element SolutionESI | 0.36% | 0.20% | 0.20% |
| Flowserve Corp.FLS | 0.20% | 0.20% | 0.20% |
| Allison TransmisALSN | 0.69% | 0.20% | 0.20% |
| Southstate BankSSB | 0.85% | 0.20% | 0.20% |
| UMB FinancialUMBF | 0.97% | 0.20% | 0.20% |
| Argan Inc.AGX | 0.25% | 0.20% | 0.20% |
| Columbia BankingCOLB | 0.23% | 0.18% | 0.18% |
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: SDVY, SEC Form N-PORT, June 30, 2026; SCHA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SDVY | SCHA |
|---|---|---|
| LPL Financial LLC | $1.1B | $95.4M |
| Bank of America Corp. | $428.9M | $496.9M |
| Morgan Stanley | $796.6M | $57.8M |
| Raymond James Financial Inc. | $664.0M | $33.8M |
| Wells Fargo & Company | $572.0M | $31.4M |
| SEI Investments Co | $295K | $502.5M |
| UBS Group AG | $289.6M | $186.8M |
| Cetera Investment Advisers | $356.1M | $48.0M |
| Northwestern Mutual Wealth Management Co | $111.0M | $220.4M |
| Royal Bank of Canada | $292.1M | $14.7M |
| Cambridge Investment Research Advisors, Inc. | $213.8M | $56.8M |
| Creative Planning | $8.3M | $212.2M |
| Osaic Holdings, Inc. | $139.1M | $68.7M |
| Envestnet Asset Management Inc. | $145.0M | $60.5M |
| Capital Investment Advisors, LLC | $204.1M | $767K |
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: SDVY institutional holders, SCHA institutional holders.
Frequently asked questions
How much do SDVY and SCHA overlap?
10.5% by weight, with 97 holdings in common, using holdings for SDVY as of June 30, 2026 and SCHA as of May 31, 2026. The largest shared position is PNFP.
Do institutions hold both SDVY and SCHA?
299 Form 13F filers report positions in both, out of 1,629 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%.