Who Owns Schwab Ariel ESG ETF (SAEF)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$80221.0T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
SAEF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +281K | +$8.0M |
| WFA of San Diego, LLC | New Position | +4K | +$105K |
| Wealth Enhancement Trust Services, Inc. | New Position | +4K | +$102K |
| ROYAL BANK OF CANADA | New Position | +200 | +$0 |
SAEF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | Decreased | -5K | -$479K |
| FMR LLC | Closed Position | -1 | -$0 |
| MORGAN STANLEY | Decreased | -1 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 281,343 | $8.0M | 0.01% | Share |
| 2 | Wealth Enhancement Trust Services, Inc. | 3,732 | $102K | 0.01% | Share |
| 3 | WFA of San Diego, LLC | 1,913 | $53K | 0.04% | Share |
| 4 | WFA of San Diego, LLC | 1,913 | $52K | 0.04% | Share |
| 5 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 6 | FLOW TRADERS U.S. LLC | 11,887 | $0 | 0.00% | Share |
| 7 | ROYAL BANK OF CANADA | 200 | $0 | 0.00% | Share |
SAEF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $8.2M | +3 |
| Q3 2025 | 3 | $479K | -3 |
| Q2 2025 | 6 | $7.2B | +1 |
| Q1 2025 | 5 | $6.6B | +0 |
| Q4 2024 | 5 | $312.9M | +0 |
| Q3 2024 | 5 | $87.0M | +0 |
| Q2 2024 | 5 | $15.3M | +2 |
| Q1 2024 | 3 | $15.7M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold SAEF (Schwab Ariel ESG ETF). The largest holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $8.0M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SAEF?
As of Q4 2025, 7 institutional investors report holding SAEF (Schwab Ariel ESG ETF) in their 13F filings.
Who is the largest institutional holder of SAEF?
The largest institutional holder of SAEF is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $8.0M in shares.
Is institutional ownership of SAEF increasing or decreasing?
This quarter, 4 institutions opened new positions in SAEF and 1 closed their positions.