SDVY vs SCHM overlap
SDVY and SCHM overlap 14.1% by weight, across 80 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SDVY | SCHM | Overlap |
|---|---|---|---|
| Curtiss-WrightCW | 0.76% | 0.51% | 0.51% |
| Texas Pacific laTPL | 0.71% | 0.42% | 0.42% |
| Woodward Inc.WWD | 1.11% | 0.39% | 0.39% |
| TD Synnex Corp.SNX | 0.58% | 0.36% | 0.36% |
| SNAP-on Inc.SNA | 0.92% | 0.36% | 0.36% |
| East West BncrpEWBC | 0.95% | 0.31% | 0.31% |
| ITT Inc.ITT | 0.65% | 0.31% | 0.31% |
| Pinnacle FinanciPNFP | 0.42% | 0.27% | 0.27% |
| Mueller INDSMLI | 0.89% | 0.27% | 0.27% |
| Ralph Lauren CORRL | 0.95% | 0.26% | 0.26% |
| Carlisle COS Inc.CSL | 0.44% | 0.26% | 0.26% |
| Reinsurance GROURGA | 0.87% | 0.24% | 0.24% |
| Everest Group LTEG | 0.46% | 0.24% | 0.24% |
| TOLL BrothersTOL | 0.94% | 0.24% | 0.24% |
| UNUM GroupUNM | 0.25% | 0.24% | 0.24% |
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; SCHM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SDVY | SCHM |
|---|---|---|
| LPL Financial LLC | $1.1B | $74.4M |
| Creative Planning | $8.3M | $1.1B |
| Morgan Stanley | $796.6M | $60.8M |
| Raymond James Financial Inc. | $664.0M | $68.6M |
| Wells Fargo & Company | $572.0M | $17.1M |
| Northwestern Mutual Wealth Management Co | $111.0M | $463.4M |
| Bank of America Corp. | $428.9M | $35.6M |
| Cetera Investment Advisers | $356.1M | $52.3M |
| UBS Group AG | $289.6M | $84.3M |
| HighTower Advisors, LLC | $136.5M | $226.7M |
| Jones Financial Companies LLLP | $79.2M | $266.2M |
| Royal Bank of Canada | $292.1M | $8.9M |
| Cambridge Investment Research Advisors, Inc. | $213.8M | $62.0M |
| Capital Investment Advisors, LLC | $204.1M | $236K |
| Envestnet Asset Management Inc. | $145.0M | $57.2M |
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, SCHM institutional holders.
Frequently asked questions
How much do SDVY and SCHM overlap?
14.1% by weight, with 80 holdings in common, using holdings for SDVY as of June 30, 2026 and SCHM as of May 31, 2026. The largest shared position is CW.
Do institutions hold both SDVY and SCHM?
260 Form 13F filers report positions in both, out of 1,386 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%.