USFR vs SCHP overlap
USFR and SCHP 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: USFR, SEC Form N-PORT, May 31, 2026; SCHP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USFR | SCHP |
|---|---|---|
| Morgan Stanley | $863.9M | $134.3M |
| Wealthfront Advisers LLC | $6.9M | $935.3M |
| Bank of America Corp. | $728.1M | $95.4M |
| JPMorgan Chase & Co | $48.4M | $741.5M |
| LPL Financial LLC | $667.6M | $43.9M |
| Summit Trail Advisors, LLC | $568.2M | $550K |
| UBS Group AG | $270.1M | $140.8M |
| Raymond James Financial Inc. | $343.6M | $33.7M |
| MAI Capital Management | $13.5M | $305.8M |
| Ameriprise Financial Inc. | $218.7M | $90.7M |
| Cerity Partners LLC | $8.3M | $280.4M |
| BIP Wealth, LLC | $278.0M | $3.2M |
| Wells Fargo & Company | $200.4M | $49.1M |
| Envestnet Asset Management Inc. | $58.3M | $166.8M |
| Captrust Financial Advisors | $220.2M | $797K |
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: USFR institutional holders, SCHP institutional holders.
Frequently asked questions
How much do USFR and SCHP overlap?
0.0% by weight, with 0 holdings in common, using holdings for USFR as of May 31, 2026 and SCHP as of June 30, 2026.
Do institutions hold both USFR and SCHP?
237 Form 13F filers report positions in both, out of 1,158 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%.