SCHI vs BSCW overlap
61 institutions report holding both SCHI and BSCW.
SCHIBSCW
Pick 2 to 4 ETFs.
We don’t have holdings for BSCW. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
61
institutions report holding both, of 377 holding any
SCHI50.6% of its 13F dollars, 22.8% of its 268 holders
BSCW65.1% of its 13F dollars, 35.9% of its 170 holders
Largest institutions holding both
| Firm | SCHI | BSCW |
|---|---|---|
| Captrust Financial Advisors | $198.5M | $1.6M |
| Envestnet Asset Management Inc. | $163.8M | $20.8M |
| Aptus Capital Advisors, LLC | $234K | $182.6M |
| Raymond James Financial Inc. | $56.4M | $99.5M |
| Morgan Stanley | $1.8M | $120.3M |
| LPL Financial LLC | $11.8M | $49.4M |
| Wells Fargo & Company | $159K | $55.8M |
| Royal Bank of Canada | $28.3M | $21.1M |
| UBS Group AG | $49K | $43.4M |
| Bank of America Corp. | $19.5M | $14.7M |
| Ameriprise Financial Inc. | $29.5M | $3.9M |
| Janney Montgomery Scott LLC | $16.8M | $9.6M |
| Moneco Advisors, LLC | $295K | $24.2M |
| Stifel Financial Corp. | $12.7M | $2.6M |
| &Partners | $319K | $14.2M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SCHI institutional holders, BSCW institutional holders.
Frequently asked questions
Do institutions hold both SCHI and BSCW?
61 Form 13F filers report positions in both, out of 377 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.