Institutional Ownership Schwab Strategic Tr Ariel Esg (SAEF)
This table provides information about the institutional ownership of Schwab Strategic Tr Ariel Esg (SAEF). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 280,985 shares, which have been reported (via 13F filing form) to have a value of $7.19 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
267,728
shares
|
$6.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
10,945
shares
|
$280,192
0.48% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,913
shares
|
$48,972
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
359
shares
|
$9,190
0.0% of portfolio
|
Q4 2024
Added 1058.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
40
shares
|
$1,024
0.0% of portfolio
|
Q4 2024
Reduced 98.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|