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Schwab Ariel OPP ETF (SAEF)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares69,921 from 151,382
Change-81,461 (-54%)
Value$2.2M (-$2.0M)
Filed 2026-07-15
Flow Traders U.S. LLC
INCREASED
Shares13,205 from 13,153
Change+52 (+0%)
Value$423.0K (+$422.6K)
Filed 2026-08-14
Citadel Advisors LLC
NEW
Shares7,032
Change+7,032
Value$225.3K
Filed 2026-09-02
Royal Bank of Canada
NEW
Shares5,304
Change+5,304
Value$170.0K
Filed 2026-08-14
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,097 from 2,111
Change-14 (-1%)
Value$67.2K (+$9.1K)
Filed 2026-07-22
Morgan Stanley
DECREASED
Shares1 from 308
Change-307 (-100%)
Value$35 (-$8.4K)
Filed 2026-08-13
WFA of San Diego, LLC
CLOSED
Shares0 from 1,913
Change-1,913 (-100%)
Value$0 (-$52.6K)
Filed 2026-08-14
Sankala Group LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$4.6K)
Filed 2026-08-18
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$28)
Filed 2026-08-13
Status
Wealth Enhancement Advisory Services, LLC
DECREASED69,921151,382-81,461-54%$4.2M$2.2M-$2.0M2026-07-15
Flow Traders U.S. LLC
INCREASED13,20513,153+52+0%$362$423.0K+$422.6K2026-08-14
Citadel Advisors LLC
NEW7,032—+7,032——$225.3K—2026-09-02
Royal Bank of Canada
NEW5,304—+5,304——$170.0K—2026-08-14
Wealth Enhancement Trust Services, Inc.
DECREASED2,0972,111-14-1%$58.1K$67.2K+$9.1K2026-07-22
Morgan Stanley
DECREASED1308-307-100%$8.5K$35-$8.4K2026-08-13
WFA of San Diego, LLC
CLOSED01,913-1,913-100%$52.6K$0-$52.6K2026-08-14
Sankala Group LLC
CLOSED0171-171-100%$4.6K$0-$4.6K2026-08-18
FMR LLC
CLOSED01-1-100%$28$0-$282026-08-13
Showing 9 of 9 institutions