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 279,912 shares, which have been reported (via 13F filing form) to have a value of $7.49 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
258,417
shares
|
$6.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,022
shares
|
$241,338
0.01% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
8,756
shares
|
$234,223
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,913
shares
|
$51,172
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,254
shares
|
$33,544
0.0% of portfolio
|
Q2 2025
Added 148.32%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
548
shares
|
$14,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$53
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
|