Institutional Ownership Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information about the institutional ownership of Schwab Strategic Tr Ariel Esg (SAEF). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 284,249 shares, which have been reported (via 13F filing form) to have a value of $6.89 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
261,589
shares
|
$6.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,043
shares
|
$291,801
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,197
shares
|
$198,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,913
shares
|
$46,351
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
505
shares
|
$12,236
0.0% of portfolio
|
Q1 2025
Added 1162.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$48
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|