Institutional Ownership
Schwab Strategic Tr
CUSIP 808524664ARIEL ESG ETFSAEFQ1 2026
Institutional Holders
7
13F filers
Shares Held
169.0K
Aggregate institutional
Institutional Value
$4.30M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased2
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 151.4K | $4.18M | −130.0K | Reduced |
| 2 | Wealth Enhancement Trust Services, Inc. | 2.1K | $58.1K | −1.6K | Reduced |
| 3 | Wfa Of San Diego, LLC | 1.9K | $52.6K | 0 | Held |
| 4 | Morgan Stanley | 308 | $8.5K | +307 | Added |
| 5 | Sankala Group LLC | 171 | $4.6K | 0 | Held |
| 6 | Flow Traders U.S. LLC | 13.2K | $362 | +1.3K | Added |
| 7 | Fmr LLC | 1 | $28 | +1 | New |