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 6 institutions that hold shares in the stock, with a total of 267,054 shares, which have been reported (via 13F filing form) to have a value of $6.68 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
|
$5.85 Million
0.01% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 09, 2024 Q1 2024 |
16,700
shares
|
$417,500
0.66% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,172
shares
|
$354,300
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
1,913
shares
|
$47,825
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
394
shares
|
$9,850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|