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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Charles Schwab Investment Management Inc ⇄ Geode Capital Management

60Shared positions
73.6%Name overlap (Jaccard)
15+Only Charles…
15+Only Geode Capital…

Shared holdings · Q2 2026

SecurityCharles Schwab… weightGeode Capital… weight
NVDA NVIDIA Corporation 4.3% 6.5%
AAPL Apple Inc. 3.9% 5.7%
MSFT Microsoft Corporation 2.6% 3.8%
AMZN Amazon.com, Inc. 2.1% 3.0%
GOOGL Alphabet Inc. 1.9% 2.9%
AVGO Broadcom Inc. 1.7% 2.3%
GOOG Alphabet Inc. 1.5% 2.2%
META Meta Platforms, Inc. 1.2% 1.6%
MU Micron Technology, Inc. 1.1% 1.7%
TSLA Tesla, Inc. 1.1% 1.5%
LLY Eli Lilly and Company 1.0% 1.3%
AMD Advanced Micro Devices… 0.9% 1.2%
JPM JPMorgan Chase & Co. 0.8% 1.1%
BRK-B Berkshire Hathaway Inc. 0.8% 1.1%
UNH UnitedHealth Group… 1.1% 0.5%
V Visa Inc. 0.7% 0.8%
JNJ Johnson & Johnson 0.6% 0.8%
PG The Procter & Gamble… 0.9% 0.5%
INTC Intel Corp. 0.6% 0.8%
HD The Home Depot, Inc. 1.0% 0.5%
MRK Merck & Co., Inc. 0.9% 0.4%
KO The Coca-Cola Company 0.9% 0.5%
AMAT Applied Materials, Inc. 0.5% 0.8%
XONA.DE Exxon Mobil Corporation 0.6% 0.7%
LRCX Lam Research Corporation 0.4% 0.8%
CVX Chevron Corporation 0.8% 0.4%
TXN Texas Instruments… 0.8% 0.4%
CSCO Cisco Systems, Inc. 0.5% 0.6%
CAT Caterpillar Inc. 0.5% 0.6%
WMT Walmart Inc. 0.5% 0.6%
ABBV AbbVie Inc. 0.4% 0.6%
AMGN Amgen Inc. 0.7% 0.3%
MA Mastercard Incorporated 0.4% 0.6%
KLAC KLA Corporation 0.4% 0.6%
COST Costco Wholesale… 0.5% 0.5%
SNDK Sandisk Corporation 0.5% 0.4%
VZ Verizon Communications… 0.7% 0.2%
ABT Abbott Laboratories 0.7% 0.2%
GE GE Aerospace 0.4% 0.5%
PEP PepsiCo, Inc. 0.7% 0.3%
QCOM QUALCOMM Incorporated 0.5% 0.3%
BAC Bank of America… 0.3% 0.5%
MO Altria Group, Inc. 0.6% 0.2%
NFLX Netflix, Inc. 0.3% 0.4%
COP ConocoPhillips 0.6% 0.2%
GEV GE Vernova Inc. 0.3% 0.4%
PM Philip Morris… 0.3% 0.4%
BMY Bristol-Myers Squibb… 0.5% 0.2%
LMT Lockheed Martin… 0.5% 0.1%
PANW Palo Alto Networks, Inc. 0.3% 0.4%
GS The Goldman Sachs Group… 0.3% 0.4%
PLTR Palantir Technologies Inc. 0.3% 0.3%
IBM International Business… 0.3% 0.4%
LIN Linde plc 0.3% 0.3%
RTX RTX Corporation 0.3% 0.3%
MS Morgan Stanley 0.3% 0.3%
WFC Wells Fargo & Company 0.2% 0.3%
CMCSA Comcast Corporation 0.4% 0.1%
MRVL Marvell Technology, Inc. 0.2% 0.3%
C Citigroup Inc. 0.2% 0.3%

Distinctively Charles Schwab…

FNDX Schwab Fundamental… 1.6%
FNDF Schwab Fundamental… 1.0%
SCHR Schwab… 0.9%
FNDA Schwab Fundamental… 0.7%
FNDE Schwab Fundamental… 0.7%
SCHG Schwab U.S. Large-Cap… 0.5%
SCMB Schwab Municipal Bond… 0.3%
SCCR Schwab Core Bond ETF 0.2%
GOVT iShares U.S. Treasury… 0.2%
VTEB Vanguard Tax-Exempt… 0.2%
FNDC Schwab Fundamental… 0.1%
IEMG iShares Core MSCI… 0.1%
JMBS Janus Henderson… 0.1%
SPEM State Street SPDR… 0.1%
HAUZ Xtrackers… 0.1%

Distinctively Geode Capital…

BN Brookfield Corporation 0.1%
MFC Manulife Financial… 0.0%
CCJ Cameco Corporation 0.0%
BAP Credicorp Ltd. 0.0%
TRI Thomson Reuters… 0.0%
MELI MercadoLibre, Inc. 0.0%
HTHT H World Group Limited 0.0%
BVN Compañía de Minas… 0.0%
SIMO Silicon Motion… 0.0%
PAA Plains All American… 0.0%
NEWT 0.0%
RUSHB 0.0%
GLBE Global-e Online Ltd. 0.0%
LEGN Legend Biotech… 0.0%
KSPI Joint Stock Company… 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology