Schwab Strategic Tr Ariel Esg SAEF

SAEF Quotes by TradingView
Institutional shares held 285,624
0 calls
0 puts
Total value of holdings $7M
$0 calls
$0 puts
# of Institutions 6

Quarterly Institutional Activity in SAEF

Shares Bought
Shares Sold
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Top Institutions Holding SAEF

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Latest Institutional Activity in SAEF

Top Purchases

Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 272K ($6.67M)
4.64K Shares purchased
1.73% Added
Q4 2024
Ubs Group Ag Shares Held: 359 ($8.8K)
328 Shares purchased
1058.06% Added
Q4 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
0 Shares purchased
New Holding
Q2 2024
Flow Traders U.S. LLC Shares Held: 26.8K ($656K)
12.6K Shares purchased
88.96% Added
Q2 2023
Wfa Of San Diego, LLC Shares Held: 1.91K ($46.9K)
1.91K Shares purchased
New Holding
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Top Sells

Q4 2024
Royal Bank Of Canada Shares Held: 40 ($980)
2.95K Shares sold
98.66% Reduced
Q4 2024
Sonoma Private Wealth LLC Shares Held: 10.9K ($268K)
105 Shares sold
0.95% Reduced
Q4 2024
Morgan Stanley Shares Held: 0 ($0)
1 Shares sold
Closed
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About SAEF

SAEF Chart by TradingView
SAEF Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on SAEF