Schwab Ariel Opp ETFSAEFETF
13F holders, Q2 2025 (June 30)7holders +2
1new positions
0sold out
$26.66avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Schwab Ariel Opp ETF (SAEF) in their 13F filings, up 2 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($6.9M), Flow Traders U.S. LLC ($233K) and Susquehanna International Group, LLP ($226K).
- Company
- Schwab Ariel Opp ETF
- CUSIP
- 808524664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $14K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 1,856 shares bought and 6,193 shares sold, net −4,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.2% | 258,417 | $6.9M |
| Flow Traders U.S. LLC | 0.01% | Reduce -25.1% | 9,022 | $233K |
| Susquehanna International Group, LLP | 0.00% | Add +6.8% | 8,756 | $226K |
| WFA of San Diego, LLC | 0.04% | — | 1,913 | $49K |
| Royal Bank of Canada | 0.00% | Add +148.3% | 1,254 | $32K |
| UBS Group AG | 0.00% | New | 548 | $14K |
| Morgan Stanley | 0.00% | No change | 2 | $62 |
"% of holder's portfolio" is SAEF's weight in each manager's 13F, not the share of Schwab Ariel Opp ETF the manager owns.