Fund comparison · from official SEC filings
SCHJ vs TPLS: how much do they overlap?
Schwab 1-5 Year Corporate Bond ETF and Thornburg Core Plus Bond ETF
vs
Shared holdings
Company
SCHJ
TPLS
B
BIO 3.3 03.15.27BIO-RAD LABS
0.01%
0.44%
U
UHS 4.625 10.15.29UNIVERSAL HEALTH SVCS
0.02%
0.36%
P
PNW 4.9 05.15.28PINNACLE WEST CAPITAL
0.01%
0.35%
J
JPM V5.14 01.24.31JPMORGAN CHASE & CO
0.09%
0.35%
M
MSI 4.85 08.15.30MOTOROLA SOLUTIONS INC
0.02%
0.33%
H
HMN 4.7 10.01.30HORACE MANN EDUCATORS CO
0.01%
0.29%
M
MAIN 5.4 08.15.28MAIN STREET CAPITAL CORP
0.01%
0.25%
G
G 4.95 11.18.30GENPACT UK/USA INC
0.02%
0.24%
H
HPE 4.15 09.15.28HP ENTERPRISE CO
0.02%
0.24%
G
GPN 4.5 11.15.28GLOBAL PAYMENTS INC
0.05%
0.24%
A
AEP 2.3 03.01.30AMERICAN ELECTRIC POWER
0.01%
0.23%
K
KDP 4.35 05.15.28KEURIG DR PEPPER INC
0.02%
0.22%
B
BAC V5.162 01.24.31BANK OF AMERICA CORP
0.09%
0.22%
M
MS V5.23 01.15.31MORGAN STANLEY
0.09%
0.22%
F
FLEX 4.875 05.12.30FLEX LTD
0.01%
0.19%
A
AVGO 4.15 11.15.30BROADCOM INC
0.07%
0.19%
C
CDW 3.276 12.01.28CDW LLC/CDW FINANCE
0.02%
0.16%
E
EXR 3.9 04.01.29EXTRA SPACE STORAGE LP
0.02%
0.16%
P
PEG 4.9 03.15.30PUBLIC SERVICE ENTERPRIS
0.02%
0.16%
F
FDS 2.9 03.01.27FACTSET RESEARCH SYSTEMS
0.02%
0.15%
A
AMT 4.9 03.15.30AMERICAN TOWER CORP
0.03%
0.15%
L
LPLA 5.15 06.15.30LPL HOLDINGS INC
0.02%
0.15%
T
TRMB 4.9 06.15.28TRIMBLE INC
0.02%
0.15%
C
CAG 4.85 11.01.28CONAGRA BRANDS INC
0.05%
0.15%
W
WFC V5.574 07.25.29 MTNWELLS FARGO & COMPANY
0.14%
0.13%
Only in SCHJ
G
GVMXXSTATE ST INST US GOV MM-PREM
0.82%
T
TMUS 3.875 04.15.30T-MOBILE USA INC
0.23%
B
BAC V3.419 12.20.28BANK OF AMERICA CORP
0.19%
A
ABBV 3.2 11.21.29ABBVIE INC
0.17%
C
CVS 4.3 03.25.28CVS HEALTH CORP
0.16%
B
BA 5.15 05.01.30BOEING CO
0.15%
J
JPM V2.739 10.15.30JPMORGAN CHASE & CO
0.14%
C
C 4.45 09.29.27CITIGROUP INC
0.14%
T
TMUS 3.75 04.15.27T-MOBILE USA INC
0.14%
M
META 4.2 11.15.30META PLATFORMS INC
0.14%
D
DT 8.25 06.15.30DEUTSCHE TELEKOM INT FIN
0.13%
W
WFC V5.15 04.23.31WELLS FARGO & COMPANY
0.13%
C
C V4.412 03.31.31CITIGROUP INC
0.13%
P
PFE 4.45 05.19.28PFIZER INVESTMENT ENTER
0.13%
B
BAC V5.202 04.25.29BANK OF AMERICA CORP
0.13%
G
GS V4.148 01.21.29GOLDMAN SACHS GROUP INC
0.13%
W
WFC V3.526 03.24.28 MTNWELLS FARGO & COMPANY
0.13%
B
BAC V2.496 02.13.31 MTNBANK OF AMERICA CORP
0.12%
G
GS V4.516 01.21.32GOLDMAN SACHS GROUP INC
0.12%
G
GS V4.223 05.01.29GOLDMAN SACHS GROUP INC
0.12%
M
MS V5.123 02.01.29MORGAN STANLEY
0.12%
O
ORCL 4.95 02.04.31ORACLE CORP
0.12%
W
WFC V2.879 10.30.30 MTNWELLS FARGO & COMPANY
0.12%
M
MS V2.699 01.22.31 GMTNMORGAN STANLEY
0.12%
C
CNC 4.625 12.15.29CENTENE CORP
0.12%
Only in TPLS
S
S 0 05.15.45STRIPS
10.62%
P
PRKCM 2023.AFC1 A3PRKCM 2023-AFC1 A3
2.71%
S
S 0 11.15.41STRIPS
2.58%
?
—Thornburg Capital Management Fund
2.47%
S
S 0 11.15.44STRIPS
2.03%
F
FR SD8225FR SD8225
1.85%
G
G2 MA7706G2 MA7706
1.48%
T
TII 0.125 02.15.51TSY INFL IX N/B
1.45%
F
FN MA5671FN MA5671
1.20%
F
FN MA5611FN MA5611
1.17%
T
T 4.375 05.15.36US TREASURY N/B
1.06%
F
FN FS8579FN FS8579
1.03%
F
FR SD8194FR SD8194
0.97%
S
SP 0 02.15.56STRIP PRINC
0.95%
F
FR SD8533FR SD8533
0.89%
F
FN FS9716FN FS9716
0.86%
F
FN MA5107FN MA5107
0.82%
F
FN FS9660FN FS9660
0.78%
T
T 4.25 11.15.34US TREASURY N/B
0.77%
F
FR SD2601FR SD2601
0.71%
A
AJAXM 2020-B A1AJAXM 2020-B A1
0.56%
D
DLPY 2025-1A ADLPY 2025-1A A
0.50%
C
COLT 2023.3 B2COLT 2023-3 B2
0.50%
R
REACH 2026.2A AREACH 2026-2A A
0.50%
P
PAID 2026.2 A1PAID 2026-2 A1
0.50%
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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.