Schwab Ariel Opp ETFSAEFETF
13F holders, Q1 2024 (March 31)5holders
$24.60avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Schwab Ariel Opp ETF (SAEF) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($5.7M), Legacy Advisory Services, LLC ($889K) and Sonoma Private Wealth LLC ($411K).
- Company
- Schwab Ariel Opp ETF
- CUSIP
- 808524664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $349K |
| Exits | 1 | $30K |
Ownership 5 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.7% | 230,813 | $5.7M |
| Legacy Advisory Services, LLC | 0.84% | Add +3.4% | 36,144 | $889K |
| Sonoma Private Wealth LLC | 0.66% | Reduce -0.1% | 16,700 | $411K |
| Flow Traders U.S. LLC | 0.02% | New | 14,172 | $349K |
| Royal Bank of Canada | 0.00% | No change | 394 | $10K |
"% of holder's portfolio" is SAEF's weight in each manager's 13F, not the share of Schwab Ariel Opp ETF the manager owns.