USFR vs SCHR overlap
USFR and SCHR 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; SCHR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USFR | SCHR |
|---|---|---|
| Morgan Stanley | $863.9M | $41.2M |
| Bank of America Corp. | $728.1M | $132.0M |
| LPL Financial LLC | $667.6M | $96.8M |
| Royal Bank of Canada | $147.1M | $461.9M |
| Ameriprise Financial Inc. | $218.7M | $334.0M |
| Raymond James Financial Inc. | $343.6M | $11.1M |
| Envestnet Asset Management Inc. | $58.3M | $233.5M |
| UBS Group AG | $270.1M | $16.7M |
| Wells Fargo & Company | $200.4M | $67.2M |
| Stifel Financial Corp. | $62.2M | $164.4M |
| Captrust Financial Advisors | $220.2M | $6.2M |
| JPMorgan Chase & Co | $48.4M | $156.8M |
| Cetera Investment Advisers | $90.0M | $37.9M |
| HighTower Advisors, LLC | $124.6M | $2.2M |
| Exchange Traded Concepts, LLC | $5.1M | $119.9M |
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, SCHR institutional holders.
Frequently asked questions
How much do USFR and SCHR overlap?
0.0% by weight, with 0 holdings in common, using holdings for USFR as of May 31, 2026 and SCHR as of June 30, 2026.
Do institutions hold both USFR and SCHR?
186 Form 13F filers report positions in both, out of 929 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%.