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SAEF

Schwab Ariel ESG ETF
1W: +0.0% 1M: -21.9% 3M: -19.6% YTD: -12.1% 1Y: -7.9% 3Y: +8.8%
$24.27
-6.93 (-22.22%)
 
ETF AMEX · AUM $20.6M
Key Statistics
AUM$21M
Holdings59
Top 10 Wt34.1%
Volume7,600
Avg Volume4,318
Beta1.18
Portfolio Fundamentals
P/E22.3
P/B3.4
Div Yield0.96%
ROE14.8%
% Profitable90%
Inception2021-11-16
Sector Allocation
Consumer Cyclical 19.8%
Technology 17.1%
Industrials 16.5%
Financial Services 16.0%
Healthcare 9.9%
Communication Services 9.3%
+3 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ONESPAWORLD HOLDINGS LTD OSW 5.60% $1.0M 56,123
2 BRINKS BCO 3.93% $730,511 8,718
3 LINDBLAD EXPEDITIONS HOLDINGS INC LIND 3.55% $660,299 47,203
4 NORWEGIAN CRUISE LINE HOLDINGS LTD NCLH 3.40% $631,084 41,737
5 JONES LANG LASALLE INC JLL 3.26% $606,065 2,463
6 SPHERE ENTERTAINMENT CLASS A SPHR 3.18% $590,070 6,216
7 GENERAC HOLDINGS INC GNRC 2.84% $527,048 3,337
8 KEYSIGHT TECHNOLOGIES INC KEYS 2.83% $526,277 2,305
9 NORTHERN TRUST CORP NTRS 2.80% $520,708 4,614
10 NVENT ELECTRIC PLC NVT 2.73% $506,601 5,297

Recent Holding Changes

Date Holding Change Details
2026-06-25 ADT New
2026-06-25 LKQ New
2026-06-25 MTB New
2026-06-25 CG New
2026-06-25 OMC New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms