As of 30 Sep 2025, 4 institutional investors reported holding 286,500 shares of SCHWAB STRATEGIC TR - ARIEL OPPORTUNIT (SAEF).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 281,343 | $8,022,296 | +$341,373 | $28.51 | 1 |
| 2025 Q3 | 286,500 | $7,889,704 | +$256,225 | $27.98 | 4 |
| 2025 Q2 | 279,912 | $7,462,713 | -$115,173 | $25.78 | 7 |
| 2025 Q1 | 282,336 | $6,908,169 | -$61,867 | $24.47 | 5 |
| 2024 Q4 | 283,711 | $7,650,264 | +$49,125 | $26.96 | 4 |
| 2024 Q3 | 284,017 | $7,537,535 | +$333,107 | $26.54 | 5 |
| 2024 Q2 | 274,273 | $6,512,145 | +$244,209 | $23.74 | 7 |
| 2024 Q1 | 262,079 | $6,446,092 | +$774,837 | $24.61 | 4 |
| 2023 Q4 | 230,657 | $5,381,692 | +$1,268,573 | $23.33 | 4 |
| 2023 Q3 | 179,542 | $3,657,078 | +$1,255,367 | $20.37 | 5 |
| 2023 Q2 | 117,836 | $2,625,276 | +$1,017,209 | $22.27 | 6 |
| 2023 Q1 | 72,171 | $1,533,929 | +$130,292 | $21.25 | 4 |
| 2022 Q4 | 66,153 | $1,365,322 | +$127,535 | $19.90 | 6 |
| 2022 Q3 | 45,991 | $839,000 | +$509,082 | $18.08 | 3 |
| 2022 Q2 | 17,834 | $347,000 | +$347,000 | $19.11 | 3 |
| 2022 Q1 | 0 | $0 | -$446,000 | $28.51 | 0 |
| 2021 Q4 | 18,232 | $446,000 | +$446,000 | $24.47 | 3 |