Fund comparison · from official SEC filings
FBKFX vs SCHX: how much do they overlap?
Fidelity Balanced K6 Fund and Schwab U.S. Large-Cap ETF
vs
Shared holdings
Company
FBKFX
SCHX
N
NVDANVIDIA CORP
5.85%
7.50%
A
AAPLAPPLE INC
3.68%
6.70%
M
MSFTMICROSOFT CORP
2.67%
4.89%
G
GOOGLALPHABET INC-CL A
4.80%
3.24%
A
AMZNAMAZON.COM INC
3.01%
3.87%
A
AVGOBROADCOM INC
1.88%
3.10%
M
METAMETA PLATFORMS INC-CLASS A
1.50%
2.02%
T
TSLATESLA INC
1.15%
1.79%
M
MUMICRON TECHNOLOGY INC
1.35%
1.60%
L
LLYELI LILLY & CO
1.04%
1.28%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.19%
1.27%
A
AMDADVANCED MICRO DEVICES
0.71%
1.23%
J
JPMJPMORGAN CHASE & CO
0.24%
1.18%
M
MAMASTERCARD INC - A
1.05%
0.59%
E
EXMOCEXXON MOBIL CORP
0.79%
0.89%
J
JNJJOHNSON & JOHNSON
0.43%
0.79%
I
INTCINTEL CORP
0.48%
0.79%
W
WMTWALMART INC
0.45%
0.74%
C
CSCOCISCO SYSTEMS INC
0.43%
0.70%
B
BACBANK OF AMERICA CORP
0.66%
0.50%
C
COSTCOSTCO WHOLESALE CORP
0.40%
0.62%
C
CATCATERPILLAR INC
0.43%
0.60%
L
LRCXLAM RESEARCH CORP
0.47%
0.58%
A
ABBVABBVIE INC
0.25%
0.56%
O
ORCLORACLE CORP
0.01%
0.56%
Only in FBKFX
?
—Fidelity Central Investment Portfolios II LLC
34.09%
?
—Fidelity Revere Street Trust
0.87%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.49%
0
000660SK HYNIX INC
0.48%
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
0.37%
?
—ANTHROPIC PBC
0.33%
2
2308DELTA ELECTRONICS INC
0.30%
I
IMOIMPERIAL OIL LTD
0.21%
U
UCBJFUCB SA
0.21%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.20%
2
2360CHROMA ATE INC
0.18%
S
SITMSITIME CORP
0.14%
H
HCXLFHISCOX LTD
0.13%
A
ATHOFATHABASCA OIL CORP
0.13%
L
LITELUMENTUM HOLDINGS INC
0.12%
B
BRK.ABERKSHIRE HATHAWAY INC-CL A
0.12%
S
SHELSHELL PLC-ADR
0.11%
R
RMBSRAMBUS INC
0.11%
B
BTIBRITISH AMERICAN TOB-SP ADR
0.10%
A
ARGXARGENX SE - ADR
0.09%
E
ECHOECHOSTAR CORP-A
0.08%
V
VIRTVIRTU FINANCIAL INC-CLASS A
0.08%
R
RHHVFROCHE HOLDING AG
0.08%
?
—CHICAGO MERCANTILE EXCH INC
0.06%
M
MACMACERICH CO/THE
0.06%
Only in SCHX
G
GOOGALPHABET INC-CL C
2.57%
V
VVISA INC-CLASS A SHARES
0.80%
G
GSGOLDMAN SACHS GROUP INC
0.45%
I
IBMINTL BUSINESS MACHINES CORP
0.41%
T
TXNTEXAS INSTRUMENTS INC
0.41%
Q
QCOMQUALCOMM INC
0.39%
M
MSMORGAN STANLEY
0.37%
P
PANWPALO ALTO NETWORKS INC
0.33%
A
ADIANALOG DEVICES INC
0.30%
M
MCDMCDONALD'S CORP
0.29%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.27%
A
AMGNAMGEN INC
0.27%
C
CRMSALESFORCE INC
0.26%
T
TJXTJX COMPANIES INC
0.25%
A
AXPAMERICAN EXPRESS CO
0.25%
A
APPAPPLOVIN CORP-CLASS A
0.24%
?
—HONEYWELL INTERNATIONAL INC
0.22%
A
ABTABBOTT LABORATORIES
0.22%
P
PFEPFIZER INC
0.22%
W
WELLWELLTOWER INC
0.21%
D
DEDEERE & CO
0.20%
N
NOWSERVICENOW INC
0.19%
S
SPGIS&P GLOBAL INC
0.19%
D
DELLDELL TECHNOLOGIES -C
0.18%
V
VRTVERTIV HOLDINGS CO-A
0.18%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.