Schwab Ariel Opp ETFSAEFETF
13F holders, Q2 2026 (June 30)6holders −1
2new positions
3sold out
1famous investor
$31.51avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Schwab Ariel Opp ETF (SAEF) in their 13F filings, down 1 from Q1 2026. 2 opened new positions and 3 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($2.2M), Flow Traders U.S. LLC ($423K) and Citadel Advisors ($225K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Ariel Opp ETF
- CUSIP
- 808524664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $395K |
| Exits | 3 | $57K |
All 13F filers, Q1 2026 → Q2 2026: 12,388 shares bought and 83,867 shares sold, net −71,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.8% | 69,921 | $2.2M |
| Flow Traders U.S. LLC | 0.02% | Add +0.4% | 13,205 | $423K |
| Citadel Advisors | 0.00% | New | 7,032 | $225K |
| Royal Bank of Canada | 0.00% | New | 5,304 | $170K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -0.7% | 2,097 | $67K |
| Morgan Stanley | 0.00% | Reduce -99.7% | 1 | $35 |
"% of holder's portfolio" is SAEF's weight in each manager's 13F, not the share of Schwab Ariel Opp ETF the manager owns.