Schwab Ariel Opp ETFSAEFETF
13F holders, Q1 2025 (March 31)5holders +1
3new positions
2sold out
$24.47avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Schwab Ariel Opp ETF (SAEF) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($6.4M), Flow Traders U.S. LLC ($295K) and Susquehanna International Group, LLP ($201K).
- Company
- Schwab Ariel Opp ETF
- CUSIP
- 808524664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $496K |
| Exits | 2 | $305K |
All 13F filers, Q4 2024 → Q1 2025: 20,707 shares bought and 22,082 shares sold, net −1,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.0% | 261,589 | $6.4M |
| Flow Traders U.S. LLC | 0.01% | New | 12,043 | $295K |
| Susquehanna International Group, LLP | 0.00% | New | 8,197 | $201K |
| Royal Bank of Canada | 0.00% | Add +1162.5% | 505 | $12K |
| Morgan Stanley | 0.00% | New | 2 | $49 |
"% of holder's portfolio" is SAEF's weight in each manager's 13F, not the share of Schwab Ariel Opp ETF the manager owns.