Schwab Ariel Opp ETFSAEFETF
13F holders, Q4 2024 (December 31)4holders −2
0new positions
1sold out
$26.96avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Schwab Ariel Opp ETF (SAEF) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($7.3M), Sonoma Private Wealth LLC ($295K) and UBS Group AG ($10K).
- Company
- Schwab Ariel Opp ETF
- CUSIP
- 808524664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $50 |
All 13F filers, Q3 2024 → Q4 2024: 4,659 shares bought and 3,053 shares sold, net +1,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.6% | 272,367 | $7.3M |
| Sonoma Private Wealth LLC | 0.48% | Reduce -0.9% | 10,945 | $295K |
| UBS Group AG | 0.00% | Add +1058.1% | 359 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -98.7% | 40 | $1K |
"% of holder's portfolio" is SAEF's weight in each manager's 13F, not the share of Schwab Ariel Opp ETF the manager owns.