SPTI vs SCHO overlap
SPTI 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: SPTI, SEC Form N-PORT, June 30, 2026; SCHO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPTI | SCHO |
|---|---|---|
| Bank of America Corp. | $57.3M | $2.7B |
| LPL Financial LLC | $1.5B | $105.1M |
| Financial Engines Advisors L.L.C. | $1.4B | $471K |
| Ameriprise Financial Inc. | $214.3M | $470.1M |
| Envestnet Asset Management Inc. | $234.9M | $319.8M |
| JPMorgan Chase & Co | $1.7M | $536.2M |
| SEI Investments Co | $6.8M | $419.8M |
| Merit Financial Group, LLC | $183.1M | $59.0M |
| Wells Fargo & Company | $90.4M | $86.3M |
| Osaic Holdings, Inc. | $161.2M | $14.6M |
| GLOBALT Investments LLC | $166.0M | $3.1M |
| Stifel Financial Corp. | $28.6M | $134.0M |
| Evermay Wealth Management LLC | $144.2M | $333K |
| OneDigital Investment Advisors LLC | $125.0M | $619K |
| Wealth Enhancement Advisory Services, LLC | $18.1M | $98.6M |
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: SPTI institutional holders, SCHO institutional holders.
Frequently asked questions
How much do SPTI and SCHO overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTI as of June 30, 2026 and SCHO as of June 30, 2026.
Do institutions hold both SPTI and SCHO?
188 Form 13F filers report positions in both, out of 944 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%.