STOT vs SCHJ overlap
STOT and SCHJ overlap 3.2% by weight, across 105 shared holdings.
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Top shared holdings
| Holding | STOT | SCHJ | Overlap |
|---|---|---|---|
| Wells Fargo CoWFC | 0.19% | 0.13% | 0.13% |
| Wells Fargo Co | 0.22% | 0.12% | 0.12% |
| Citigroup Inc. | 0.11% | 0.09% | 0.09% |
| Citigroup Inc. 4.786%/VAR 03/04/2029C | 0.11% | 0.09% | 0.09% |
| Bank of AMER CRP | 0.11% | 0.09% | 0.09% |
| JPMorgan ChaseJPM | 0.23% | 0.09% | 0.09% |
| Morgan Stanley | 0.23% | 0.09% | 0.09% |
| Citigroup Inc.C | 0.26% | 0.08% | 0.08% |
| Bank of America Corporation 4.979%/VAR 01/24/2029 | 0.19% | 0.08% | 0.08% |
| T-Mobile USA Inc. | 0.41% | 0.07% | 0.07% |
| WELLS FARGO and CO NEW 4.577%/VAR 05/20/2029WFC | 0.11% | 0.07% | 0.07% |
| Goldman Sachs GP | 0.09% | 0.07% | 0.07% |
| JPMorgan Chase | 0.15% | 0.07% | 0.07% |
| Cheniere Energyp | 0.19% | 0.05% | 0.05% |
| American Express Co 4.731%/VAR 04/25/2029 | 0.30% | 0.05% | 0.05% |
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: STOT, SEC Form N-PORT, June 30, 2026; SCHJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | STOT | SCHJ |
|---|---|---|
| LPL Financial LLC | $45.3M | $10.2M |
| Bank of America Corp. | $45.3M | $7.5M |
| Foundations Investment Advisors, LLC | $39.0M | $2.1M |
| Envestnet Asset Management Inc. | $920K | $38.4M |
| Raymond James Financial Inc. | $37.2M | $554K |
| Morgan Stanley | $30.1M | $531K |
| Cetera Investment Advisers | $1.0M | $11.3M |
| Goldman Sachs Group Inc. | $6.0M | $4.0M |
| Royal Bank of Canada | $7.1M | $535K |
| Sanctuary Advisors, LLC | $3.4M | $2.7M |
| HighTower Advisors, LLC | $1.5M | $4.6M |
| Wells Fargo & Company | $15K | $4.6M |
| Kestra Advisory Services, LLC | $259K | $3.9M |
| Integrated Wealth Concepts LLC | $2.9M | $536K |
| Assetmark, Inc. | $2.4M | $2K |
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: STOT institutional holders, SCHJ institutional holders.
Frequently asked questions
How much do STOT and SCHJ overlap?
3.2% by weight, with 105 holdings in common, using holdings for STOT as of June 30, 2026 and SCHJ as of June 30, 2026. The largest shared position is WFC.
Do institutions hold both STOT and SCHJ?
27 Form 13F filers report positions in both, out of 196 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%.