SRLN vs SCHZ overlap
SRLN and SCHZ 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: SRLN, SEC Form N-PORT, June 30, 2026; SCHZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SRLN | SCHZ |
|---|---|---|
| JPMorgan Chase & Co | $55.6M | $335.0M |
| Bank of America Corp. | $300.8M | $32.3M |
| Morgan Stanley | $306.1M | $23.2M |
| LPL Financial LLC | $144.5M | $25.9M |
| Ameriprise Financial Inc. | $3.6M | $157.5M |
| Goldman Sachs Group Inc. | $66.6M | $71.0M |
| HighTower Advisors, LLC | $31.3M | $99.3M |
| Envestnet Asset Management Inc. | $36.5M | $80.6M |
| UBS Group AG | $101.5M | $15.5M |
| Royal Bank of Canada | $105.0M | $1.5M |
| Wells Fargo & Company | $88.4M | $5 |
| BlackRock, Inc. | $72.6M | $88K |
| Cetera Investment Advisers | $18.7M | $43.1M |
| Cerity Partners LLC | $14.1M | $45.8M |
| Diversify Wealth Management, LLC | $54.9M | $2.1M |
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: SRLN institutional holders, SCHZ institutional holders.
Frequently asked questions
How much do SRLN and SCHZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for SRLN as of June 30, 2026 and SCHZ as of June 30, 2026.
Do institutions hold both SRLN and SCHZ?
164 Form 13F filers report positions in both, out of 986 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%.