Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ARIEL ESG ETF
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
117,836
-
Shares change
-
+45,665
-
Total reported value, excl. options
-
$2,625,276
-
Value change
-
+$1,017,207
-
Number of buys
-
5
-
Number of sells
-
-1
-
Price
-
$22.27
Significant Holders of SCHWAB STRATEGIC TR - ARIEL ESG ETF (SAEF) as of Q2 2023
6 filings reported holding SAEF - SCHWAB STRATEGIC TR - ARIEL ESG ETF as of Q2 2023.
SCHWAB STRATEGIC TR - ARIEL ESG ETF (SAEF) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 117,836 shares
.
Largest 6 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (87,347 shares), Sonoma Private Wealth LLC (13,884 shares), FLOW TRADERS U.S. LLC (13,582 shares), WFA of San Diego, LLC (1,913 shares), Royal Bank of Canada (710 shares), and UBS Group AG (400 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.