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 5 institutions that hold shares in the stock, with a total of 288,412 shares, which have been reported (via 13F filing form) to have a value of $7.48 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
269,371
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,126
shares
|
$444,419
0.02% of portfolio
|
Q3 2025
Added 89.82%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,913
shares
|
$49,642
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$51
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|