As of 31 Dec 2025, 6 institutional investors reported holding 299,076 shares of SCHWAB STRATEGIC TR - ARIEL OPPORTUNIT (SAEF).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 299,076 | $8,509,468 | +$202,191 | $27.50 | 6 |
| 2025 Q3 | 288,413 | $7,943,188 | +$256,226 | $27.97 | 5 |
| 2025 Q2 | 279,912 | $7,462,713 | -$115,173 | $25.78 | 7 |
| 2025 Q1 | 282,336 | $6,908,169 | -$61,868 | $24.47 | 5 |
| 2024 Q4 | 283,711 | $7,650,264 | +$49,125 | $26.96 | 4 |
| 2024 Q3 | 284,017 | $7,537,535 | -$520,603 | $26.54 | 5 |
| 2024 Q2 | 310,228 | $7,365,857 | +$239,721 | $23.74 | 8 |
| 2024 Q1 | 298,223 | $7,334,981 | +$804,226 | $24.59 | 5 |
| 2023 Q4 | 265,606 | $6,197,140 | +$1,268,569 | $23.33 | 5 |
| 2023 Q3 | 179,542 | $3,657,078 | +$1,255,368 | $20.37 | 5 |
| 2023 Q2 | 117,836 | $2,625,276 | +$1,017,207 | $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 | $28.96 | 0 |
| 2021 Q4 | 18,232 | $446,000 | +$446,000 | $24.47 | 3 |