SAEF Institutional Ownership
Schwab Ariel ESG ETF
1W: +0.0%
1M: -23.0%
3M: -17.7%
YTD: -12.1%
1Y: -9.1%
3Y: +8.0%
$24.27
Last traded 2026-07-27 — delisted
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Institutional Ownership — SAEF
10
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
3
New Positions
1
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 69,921 | 2M | -81,461 | -53.8% | 17Q | SEC ↗ |
| 2 | FLOW TRADERS U.S. LLC | 13,205 | 320K | +52 | +0.4% | 6Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 7,032 | 171K | — | +0.0% | 1Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA NEW | 5,304 | 129K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Wealth Enhancement Trust Services, Inc | 2,097 | 51K | -14 | -0.7% | 3Q | SEC ↗ |
| 6 | MERCER GLOBAL ADVISORS INC /ADV NEW | 131 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1 | 0K | -307 | -99.7% | 6Q | SEC ↗ |
| 8 | FMR LLC | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
| 9 | WFA of San Diego, LLC | 0 | 0K | -1,913 | -100.0% | 4Q | SEC ↗ |
| 10 | Sankala Group LLC | 0 | 0K | -171 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 7,032 | 171K |
| ROYAL BANK OF CANADA | 5,304 | 129K |
| MERCER GLOBAL ADVISORS INC /ADV | 131 | 3K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WFA of San Diego, LLC | 1,913 | 46K |
| Sankala Group LLC | 171 | 4K |
| FMR LLC | 1 | 0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | +52 | +0.4% | 13,205 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | -81,461 | -53.8% | 69,921 |
| MORGAN STANLEY | -307 | -99.7% | 1 |
| Wealth Enhancement Trust Services, | -14 | -0.7% | 2,097 |