Schwab Ariel ESG ETF (SAEF)

• Market cap: $22.7M
• 1 day: 2.38%
• 5 days: -0.40%
• 1 month: -1.58%
• 3 months: 0.12%
• 6 months: -11.32%
• Year to date: -7.30%
• 1 year: 5.96%
• 5 years: -0.84%
• 10 years: -0.84%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more funds holding

Funds holding: 4 [Q4 2024] → 5 (+1) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.45% less ownership

Funds ownership: 29.55% [Q4 2024] → 29.11% (-0.45%) [Q1 2025]

10% less capital invested

Capital invested by funds: $7.65M [Q4 2024] → $6.91M (-$742K) [Q1 2025]