Schwab Ariel ESG ETF (SAEF) Institutional Ownership

-0.04 (-0.17%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Schwab Ariel ESG ETF (NYSEARCA:SAEF)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
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SAEF Institutional Buying and Selling by Quarter

Schwab Ariel ESG ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024 Wealth Enhancement Advisory Services LLC230,813$5.68M0.0%+8.7%25.088%
10/30/2023 Sonoma Private Wealth LLC16,604$338K0.6%+19.6%2.214%
8/10/2023WFA of San Diego LLC1,913$43K0.0%N/A0.255%
8/9/2023 Flow Traders U.S. LLC13,582$303K0.0%+6.5%1.811%
7/21/2023 Wealth Enhancement Advisory Services LLC87,347$1.95M0.0%+123.2%13.037%
4/25/2023 Wealth Enhancement Advisory Services LLC39,129$832K0.0%+56.3%5.840%
2/13/2023 Sonoma Private Wealth LLC13,991$278K0.6%N/A2.186%
2/1/2023 Wealth Enhancement Advisory Services LLC25,038$547K0.0%+10.5%3.912%
1/31/2023WFA of San Diego LLC1,913$38K0.0%N/A0.299%
11/15/2022 Flow Traders U.S. LLC18,961$341K0.0%N/A3.160%
10/17/2022 Wealth Enhancement Advisory Services LLC22,660$419K0.0%+47.9%3.777%
7/18/2022 Wealth Enhancement Advisory Services LLC15,320$299K0.0%N/A2.946%
(Data available from 1/1/2016 forward)

SAEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SAEF shares?

During the previous two years, the following institutional investors and hedge funds held shares of Schwab Ariel ESG ETF shares: Wealth Enhancement Advisory Services LLC ($5.68M), Sonoma Private Wealth LLC ($338K), and Flow Traders U.S. LLC ($303K), WFA of San Diego LLC ($43K).Learn more on SAEF's institutional investors.

Which institutional investors have been buying Schwab Ariel ESG ETF stock?

The following institutional investors have purchased Schwab Ariel ESG ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($105.89K), Flow Traders U.S. LLC ($19.79K), Sonoma Private Wealth LLC ($16.71K), and WFA of San Diego LLC ($3.83K).

How much institutional buying is happening at Schwab Ariel ESG ETF?

Institutional investors have bought a total of 146,211 shares in the last 24 months. This purchase volume represents approximately $3.08M in transactions.

This page (NYSEARCA:SAEF) was last updated on 5/19/2024 by Staff

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