Schwab Ariel ESG ETF (SAEF)

• Market cap: $21.6M
• 1 day: 0.45%
• 5 days: 1.23%
• 1 month: -10.45%
• 3 months: -18.72%
• 6 months: -18.22%
• Year to date: -17.09%
• 1 year: -0.71%
• 5 years: -11.31%
• 10 years: -11.31%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

1% more capital invested

Capital invested by funds: $7.54M [Q3] → $7.65M (+$113K) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

1.66% less ownership

Funds ownership: 31.21% [Q3] → 29.55% (-1.66%) [Q4]

33% less funds holding

Funds holding: 6 [Q3] → 4 (-2) [Q4]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1