Schwab Ariel ESG ETF (SAEF)

• Market cap: $25.9M
• 1 day: 0.30%
• 5 days: -0.88%
• 1 month: -7.07%
• 3 months: 3.94%
• 6 months: 13.72%
• Year to date: 0.30%
• 1 year: 19.84%
• 5 years: 7.29%
• 10 years: 7.29%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

16% more capital invested

Capital invested by funds: $6.51M [Q2] → $7.54M (+$1.03M) [Q3]

1.72% more ownership

Funds ownership: 29.49% [Q2] → 31.21% (+1.72%) [Q3]

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

14% less funds holding

Funds holding: 7 [Q2] → 6 (-1) [Q3]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1