XFIV vs SCHQ overlap
XFIV and SCHQ 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: XFIV, SEC Form N-PORT, July 31, 2026; SCHQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XFIV | SCHQ |
|---|---|---|
| Envestnet Asset Management Inc. | $14.7M | $43.4M |
| Wells Fargo & Company | $45.3M | $8.3M |
| Bank of America Corp. | $16.8M | $2.6M |
| Bank of New York Mellon Corp | $478K | $10.0M |
| Morgan Stanley | $33K | $5.0M |
| Royal Bank of Canada | $3K | $4.5M |
| Aptus Capital Advisors, LLC | $3.3M | $23K |
| Goldman Sachs Group Inc. | $237K | $2.8M |
| Wealth Enhancement Advisory Services, LLC | $1.8M | $257K |
| Raymond James Financial Inc. | $206K | $1.7M |
| Compass Financial Management LLC | $15K | $1.6M |
| Sigma Planning Corp | $376K | $854K |
| Commonwealth Equity Services, LLC | $417K | $259K |
| Farther Finance Advisors, LLC | $13K | $208K |
| Global Retirement Partners, LLC | $82K | $7K |
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: XFIV institutional holders, SCHQ institutional holders.
Frequently asked questions
How much do XFIV and SCHQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for XFIV as of July 31, 2026 and SCHQ as of June 30, 2026.
Do institutions hold both XFIV and SCHQ?
19 Form 13F filers report positions in both, out of 160 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%.