SPSB vs SCHO overlap
SPSB and SCHO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: SPSB, SEC Form N-PORT, June 30, 2026; SCHO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPSB | SCHO |
|---|---|---|
| Bank of America Corp. | $221.5M | $2.7B |
| Creative Planning | $1.7B | $9.0M |
| JPMorgan Chase & Co | $911.9M | $536.2M |
| Ameriprise Financial Inc. | $35.8M | $470.1M |
| Envestnet Asset Management Inc. | $177.0M | $319.8M |
| LPL Financial LLC | $288.3M | $105.1M |
| FMR LLC | $333.5M | $117K |
| Valmark Advisers, Inc. | $324.5M | $2.2M |
| Morgan Stanley | $238.3M | $43.7M |
| MCF Advisors LLC | $105.2M | $107.0M |
| Baird Financial Group, Inc. | $199.8M | $8.4M |
| Wells Fargo & Company | $102.8M | $86.3M |
| PNC Financial Services Group, Inc. | $95.4M | $85.7M |
| UBS Group AG | $92.8M | $61.9M |
| Stifel Financial Corp. | $4.0M | $134.0M |
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: SPSB institutional holders, SCHO institutional holders.
Frequently asked questions
How much do SPSB and SCHO overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPSB as of June 30, 2026 and SCHO as of June 30, 2026.
Do institutions hold both SPSB and SCHO?
238 Form 13F filers report positions in both, out of 1,058 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%.