SYSB vs SCHI overlap
SYSB and SCHI overlap 6.8% by weight, across 191 shared holdings.
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Top shared holdings
| Holding | SYSB | SCHI | Overlap |
|---|---|---|---|
| Wells Fargo Co | 0.15% | 0.19% | 0.15% |
| Salesforce Inc.CRM | 0.15% | 0.17% | 0.15% |
| JPMorgan ChaseJPM | 0.14% | 0.15% | 0.14% |
| Salesforce Inc.CRM | 0.15% | 0.13% | 0.13% |
| JPMorgan Chase | 0.17% | 0.12% | 0.12% |
| Sprint Cap Corp.S | 0.15% | 0.11% | 0.11% |
| Enbridge Inc.ENBCN | 0.12% | 0.11% | 0.11% |
| Wells Fargo Co | 0.10% | 0.17% | 0.10% |
| Oracle Corp. | 0.12% | 0.10% | 0.10% |
| At&T Inc.T | 0.15% | 0.09% | 0.09% |
| HCA Inc.HCA | 0.16% | 0.09% | 0.09% |
| Solventum Corp. | 0.15% | 0.08% | 0.08% |
| Alphabet Inc.GOOGL | 0.08% | 0.19% | 0.08% |
| AON North AMER | 0.15% | 0.08% | 0.08% |
| Energy Trans | 0.09% | 0.07% | 0.07% |
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: SYSB, SEC Form N-PORT, July 31, 2026; SCHI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SYSB | SCHI |
|---|---|---|
| Envestnet Asset Management Inc. | $242.3M | $163.8M |
| LPL Financial LLC | $114.3M | $11.8M |
| Raymond James Financial Inc. | $12.0M | $56.4M |
| Ameriprise Financial Inc. | $38.6M | $29.5M |
| JPMorgan Chase & Co | $62.1M | $5.2M |
| Bank of America Corp. | $43.9M | $19.5M |
| Janney Montgomery Scott LLC | $25.9M | $16.8M |
| Royal Bank of Canada | $13.9M | $28.3M |
| Cetera Investment Advisers | $29.5M | $9.7M |
| Morgan Stanley | $30.5M | $1.8M |
| Citadel Advisors LLC | $5.7M | $22.8M |
| MML Investors Services, LLC | $17.8M | $2.8M |
| Stifel Financial Corp. | $6.4M | $12.7M |
| NewEdge Advisors, LLC | $11.7M | $67K |
| Cambridge Investment Research Advisors, Inc. | $10.3M | $1.1M |
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: SYSB institutional holders, SCHI institutional holders.
Frequently asked questions
How much do SYSB and SCHI overlap?
6.8% by weight, with 191 holdings in common, using holdings for SYSB as of July 31, 2026 and SCHI as of June 30, 2026. The largest shared position is WELLS FARGO CO.
Do institutions hold both SYSB and SCHI?
75 Form 13F filers report positions in both, out of 479 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%.