SCHB vs SPTM overlap - what they share and where they differ

SCHB and SPTM share 91.7% of their weight across 981 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

SCHB and SPTM

91.7%

981 shared positions

SCHB

Schwab U.S. Broad Market ETF

Reported positions cover 98% of the fund, 1,155 positions · May 31, 2026

Top 10: 36.1%·Holdings of SCHB

SPTM

State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

Reported positions cover 100% of the fund, 1,051 positions · Jun 30, 2026

Top 10: 34.9%·Holdings of SPTM

Reported positions cover SCHB 98%, SPTM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPTM vs SCHB side by side

SCHBSchwab U.S. Broad Market ETF

1,155

stock positions reported to the SEC

3.6% of its weight is in 174 names SPTM does not hold

SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

1,051

stock positions reported to the SEC

1.4% of its weight is in 70 names SCHB does not hold

Where each fund's weight sits

SCHB
SPTM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
46.7%
46.5%
Consumer Cyclical
10.0%
9.9%
Financial Services
9.4%
9.9%
Healthcare
8.8%
9.4%
Industrials
4.3%
4.4%

No sector differs by more than a point between the two.

The figures side by side

SCHBSPTM
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported1,1551,051
Weight of the ten largest36.1%34.9%
Largest positionNVDA 7.0%NVDA 6.9%
Held alone174 positions, 3.6%70 positions, 1.4%
Covered by stock positions98%100%

Holdings they share

StockIn SCHBIn SPTMCounted
NVDANVIDIA Corp7.02%6.92%6.92%
AAPLApple Inc6.26%6.07%6.07%
GOOGLAlphabet Inc5.44%5.37%5.37%
MSFTMicrosoft Corp4.57%3.96%3.96%
AMZNAmazon.com Inc3.62%3.33%3.33%
AVGOBroadcom Inc2.90%2.56%2.56%
METAMeta Platforms Inc1.89%1.76%1.76%
TSLATesla Inc1.68%1.69%1.68%
MUMicron Technology Inc1.49%1.86%1.49%
LLYEli Lilly & Co1.20%1.35%1.20%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in SCHB

SANDISK CORP/DE0.34%
SNOWSnowflake Inc0.12%
BEBloom Energy Corp0.10%
NETCloudflare Inc0.10%
RKLBRocket Lab Corp0.09%
LNGCheniere Energy Inc0.07%
MSTRStrategy Inc0.07%
ALABAstera Labs Inc0.06%
FERGFerguson Enterprises Inc0.06%
ALNYAlnylam Pharmaceuticals Inc0.05%

Only in SPTM

SNDKSandisk Corp0.48%
HONAHoneywell Aerospace Inc0.10%
UALUnited Airlines Holdings Inc0.06%
HIGHartford Insurance Group Inc/The0.05%
FDXFFedex Freight Holding Co Inc0.02%
AAPAdvance Auto Parts Inc0.01%
ABGAsbury Automotive Group Inc0.01%
ACADEMY SPORTS & OUTDOORS INC0.01%
AGOAssured Guaranty Ltd0.01%
ALHCAlignment Healthcare Inc0.01%

Questions people ask

Is SCHB the same as SPTM?

91.7% of their weight sits in the same 981 holdings. SCHB also reports SANDISK CORP/DE, SNOW, BE, which the other does not. SPTM also reports SNDK, HONA, UAL, which the other does not.

How is the overlap between SCHB and SPTM measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of SCHB and 100% of SPTM, so the number cannot exceed the smaller coverage.

Which holds more, SPTM or SCHB?

SCHB reports 1,155 stock positions and SPTM reports 1,051. 3.6% of SCHB's weight sits in names SPTM does not hold, and 1.4% of SPTM's weight in names SCHB does not hold. The ten largest positions are 36.1% of SCHB and 34.9% of SPTM.

How do SCHB and SPTM differ by sector?

No sector differs by more than a point between the two. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

SCHB against other funds in the table

SPTM against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.