Schwab Ariel Opp ETFSAEFETF
13F holders, Q4 2025 (December 31)7holders +2
1new positions
1sold out
$28.45avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Schwab Ariel Opp ETF (SAEF) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($8.0M), Flow Traders U.S. LLC ($327K) and Wealth Enhancement Trust Services, Inc. ($103K).
- Company
- Schwab Ariel Opp ETF
- CUSIP
- 808524664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 1 | $28 |
All 13F filers, Q3 2025 → Q4 2025: 12,172 shares bought and 5,241 shares sold, net +6,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.4% | 281,343 | $8.0M |
| Flow Traders U.S. LLC | 0.01% | Reduce -30.6% | 11,887 | $327K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 3,732 | $103K |
| WFA of San Diego, LLC | 0.04% | No change | 1,913 | $53K |
| Sankala Group LLC | 0.00% | — | 171 | $5K |
| Royal Bank of Canada | 0.00% | New | 200 | $5K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $34 |
"% of holder's portfolio" is SAEF's weight in each manager's 13F, not the share of Schwab Ariel Opp ETF the manager owns.