# Portfolio overlap — IWV vs SWTSX

Comparing **iShares Russell 3000 ETF** (2026-03-31) and **Schwab Total Stock Market Index Fund** (2026-01-31).

- Shared positions: 2447
- iShares Russell 3000 ETF covered by Schwab Total Stock Market Index Fund: 0.9362304012039477895424057020
- Schwab Total Stock Market Index Fund covered by iShares Russell 3000 ETF: 0.9362304012039477895424057020

## iShares Russell 3000 ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.064227 | ✓ |
| APPLE INC | 0.057532 | ✓ |
| MICROSOFT CORP | 0.043199 | ✓ |
| AMAZON.COM INC | 0.031437 | ✓ |
| ALPHABET INC CL A | 0.026302 | ✓ |
| BROADCOM INC | 0.022492 | ✓ |
| ALPHABET INC CL C | 0.021364 | ✓ |
| META PLATFORMS INC CL A | 0.019656 | ✓ |
| TESLA INC | 0.016505 | ✓ |
| BERKSHIRE HATH-B | 0.013908 | ✓ |
| JPMORGAN CHASE and CO | 0.012574 | ✓ |
| BLACKROCK GLOBAL | 0.011872 |  |
| LILLY ELI and CO | 0.011595 | ✓ |
| EXXON MOBIL CORP | 0.011279 | ✓ |
| JOHNSON&JOHNSON | 0.009257 | ✓ |
| WALMART INC | 0.008510 | ✓ |
| VISA INC-CLASS A | 0.008008 | ✓ |
| COSTCO WHOLESALE CORP | 0.006952 | ✓ |
| NETFLIX INC | 0.006415 | ✓ |
| MASTERCARD INC CL A | 0.006325 | ✓ |
| CHEVRON CORP | 0.006101 | ✓ |
| ABBVIE INC | 0.006066 | ✓ |
| MICRON TECHNOLOGY INC | 0.005940 | ✓ |
| PROCTER & GAMBLE | 0.005333 | ✓ |
| CATERPILLAR INC | 0.005162 | ✓ |
| ADV MICRO DEVICE | 0.005160 | ✓ |
| HOME DEPOT INC | 0.005149 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005038 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005023 | ✓ |
| CISCO SYSTEMS INC | 0.004854 | ✓ |
| MERCK & CO | 0.004704 | ✓ |
| COCA-COLA CO/THE | 0.004649 | ✓ |
| GENERAL ELECTRIC CO | 0.004646 | ✓ |
| APPLIED MATERIALS INC | 0.004267 | ✓ |
| LAM RESEARCH CORP | 0.004223 | ✓ |
| RTX CORP | 0.004057 | ✓ |
| PHILIP MORRIS INTL INC | 0.004056 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.003914 | ✓ |
| ORACLE CORP | 0.003898 | ✓ |
| WELLS FARGO & CO | 0.003880 | ✓ |
| UNITEDHEALTH GRP | 0.003872 | ✓ |
| GE VERNOVA LLC | 0.003708 | ✓ |
| LINDE PLC | 0.003665 | ✓ |
| INTL BUS MACH CORP | 0.003547 | ✓ |
| MCDONALDS CORP | 0.003497 | ✓ |
| PEPSICO INC | 0.003352 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003334 | ✓ |
| AT&T INC | 0.003148 | ✓ |
| CITIGROUP INC | 0.003093 | ✓ |
| INTEL CORP | 0.003059 | ✓ |

## Schwab Total Stock Market Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.069232 | ✓ |
| APPLE INC | 0.057154 | ✓ |
| MICROSOFT CORP | 0.047673 | ✓ |
| AMAZON.COM INC | 0.034702 | ✓ |
| ALPHABET INC CL A | 0.029315 | ✓ |
| ALPHABET INC CL C | 0.023463 | ✓ |
| BROADCOM INC | 0.023322 | ✓ |
| META PLATFORMS INC CL A | 0.023259 | ✓ |
| TESLA INC | 0.018031 | ✓ |
| BERKSHIRE HATH-B | 0.013140 | ✓ |
| JPMORGAN CHASE and CO | 0.012412 | ✓ |
| LILLY ELI and CO | 0.012278 | ✓ |
| EXXON MOBIL CORP | 0.008887 | ✓ |
| JOHNSON&JOHNSON | 0.008161 | ✓ |
| VISA INC-CLASS A | 0.008097 | ✓ |
| WALMART INC | 0.007780 | ✓ |
| MICRON TECHNOLOGY INC | 0.006943 | ✓ |
| MASTERCARD INC CL A | 0.006587 | ✓ |
| COSTCO WHOLESALE CORP | 0.006217 | ✓ |
| ABBVIE INC | 0.005874 | ✓ |
| ADV MICRO DEVICE | 0.005753 | ✓ |
| HOME DEPOT INC | 0.005556 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005327 | ✓ |
| PROCTER & GAMBLE | 0.005286 | ✓ |
| NETFLIX INC | 0.005273 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.004998 | ✓ |
| CHEVRON CORP | 0.004990 | ✓ |
| GENERAL ELECTRIC CO | 0.004833 | ✓ |
| CISCO SYSTEMS INC | 0.004600 | ✓ |
| CATERPILLAR INC | 0.004584 | ✓ |
| LAM RESEARCH CORP | 0.004370 | ✓ |
| COCA-COLA CO/THE | 0.004316 | ✓ |
| INTL BUS MACH CORP | 0.004273 | ✓ |
| WELLS FARGO & CO | 0.004234 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004187 | ✓ |
| PHILIP MORRIS INTL INC | 0.004162 | ✓ |
| ORACLE CORP | 0.004126 | ✓ |
| MERCK & CO | 0.004070 | ✓ |
| RTX CORP | 0.004014 | ✓ |
| UNITEDHEALTH GRP | 0.003874 | ✓ |
| APPLIED MATERIALS INC | 0.003827 | ✓ |
| MCDONALDS CORP | 0.003344 | ✓ |
| MORGAN STANLEY | 0.003291 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003233 | ✓ |
| LINDE PLC | 0.003172 | ✓ |
| PEPSICO INC | 0.003121 | ✓ |
| INTEL CORP | 0.003106 | ✓ |
| CITIGROUP INC | 0.003086 | ✓ |
| SALESFORCE INC | 0.003012 | ✓ |
| WALT DISNEY CO/T | 0.003001 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020829` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000094040026020829/0000940400-26-020829-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030054` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030054/0001410368-26-030054-index.htm>

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