Schwab Ariel Opp ETFSAEFETF
13F holders, Q1 2026 (March 31)7holders
1new positions
1sold out
$27.59avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Schwab Ariel Opp ETF (SAEF) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($4.2M), Flow Traders U.S. LLC ($362K) and Wealth Enhancement Trust Services, Inc. ($58K).
- Company
- Schwab Ariel Opp ETF
- CUSIP
- 808524664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $28 |
| Exits | 1 | $5K |
All 13F filers, Q4 2025 → Q1 2026: 1,574 shares bought and 131,782 shares sold, net −130,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -46.2% | 151,382 | $4.2M |
| Flow Traders U.S. LLC | 0.01% | Add +10.7% | 13,153 | $362K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -43.4% | 2,111 | $58K |
| WFA of San Diego, LLC | 0.04% | No change | 1,913 | $53K |
| Morgan Stanley | 0.00% | Add +30700.0% | 308 | $8K |
| Sankala Group LLC | 0.00% | No change | 171 | $5K |
| FMR LLC | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is SAEF's weight in each manager's 13F, not the share of Schwab Ariel Opp ETF the manager owns.