Institutional Ownership
Schwab Strategic Tr
CUSIP 808524664ARIEL ESG ETFSAEFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 151.4K | $4.18M |
| 2 | Wealth Enhancement Trust Services, Inc. | 2.1K | $58.1K |
| 3 | Wfa Of San Diego, LLC | 1.9K | $52.6K |
| 4 | Morgan Stanley | 308 | $8.5K |
| 5 | Sankala Group LLC | 171 | $4.6K |
| 6 | Flow Traders U.S. LLC | 13.2K | $362 |
| 7 | Fmr LLC | 1 | $28 |