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 8 institutions that hold shares in the stock, with a total of 274,273 shares, which have been reported (via 13F filing form) to have a value of $7.14 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
233,875
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2024
Added 1.33%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
26,779
shares
|
$697,592
0.03% of portfolio
|
Q2 2024
Added 88.96%
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
11,280
shares
|
$293,844
0.43% of portfolio
|
Q2 2024
Reduced 32.46%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
1,913
shares
|
$49,833
0.04% of portfolio
|
Q2 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
394
shares
|
$10,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
31
shares
|
$807
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|