USCA vs SCHK overlap
USCA and SCHK overlap 81.0% by weight, across 401 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | USCA | SCHK | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 9.07% | 7.29% | 7.29% |
| Apple Inc.AAPL | 8.52% | 6.51% | 6.51% |
| Microsoft Corp.MSFT | 5.91% | 4.75% | 4.75% |
| Amazon.COM Inc.AMZN | 4.86% | 3.75% | 3.75% |
| Alphabet Inc.-aGOOGL | 4.12% | 3.14% | 3.14% |
| Broadcom Inc.AVGO | 3.73% | 3.01% | 3.01% |
| Alphabet Inc.-CGOOG | 3.24% | 2.50% | 2.50% |
| META Platforms-aMETA | 2.57% | 1.96% | 1.96% |
| Tesla Inc.TSLA | 2.27% | 1.74% | 1.74% |
| ELI Lilly & CoLLY | 1.65% | 1.24% | 1.24% |
| ADV Micro DeviceAMD | 1.56% | 1.19% | 1.19% |
| JPMorgan ChaseJPM | 1.12% | 1.15% | 1.12% |
| VISA Inc.-Class aV | 1.02% | 0.78% | 0.78% |
| Johnson&JohnsonJNJ | 1.01% | 0.77% | 0.77% |
| Walmart Inc.WMT | 0.94% | 0.72% | 0.72% |
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: USCA, SEC Form N-PORT, May 29, 2026; SCHK, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USCA | SCHK |
|---|---|---|
| Morgan Stanley | $75 | $3.1M |
| Goldman Sachs Group Inc. | $242K | $935K |
| Osaic Holdings, Inc. | $33K | $810K |
| Integrated Wealth Concepts LLC | $175 | $632K |
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: USCA institutional holders, SCHK institutional holders.
Frequently asked questions
How much do USCA and SCHK overlap?
81.0% by weight, with 401 holdings in common, using holdings for USCA as of May 29, 2026 and SCHK as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both USCA and SCHK?
4 Form 13F filers report positions in both, out of 275 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%.