13FBOX
SCHWAB ARIEL OPPORTUNITIES ETF · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB ARIEL OPPORTUNITIES ETF

09S0
Institutions
7
Combined AUM (Q2 2026)
$3.1M
Combined Shares (Q2 2026)
99,326
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+14,140
5 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-83,376
4 · 2 Exit · ≈
⚖️ Net
-69,236
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.1M
Institutions
7
New Buys
3
Adds
2
Reduces
2
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#3$2.2M69,921$4.2M151,382-81,461-53.81%Reduce
FLOW TRADERS U.S. LLC
0.02%0.01%#1$423,16513,205$362,00013,153+52+0.40%Add
CITADEL ADVISORS LLC
<0.01%#4$225,3477,032$00+7,032New Buy
ROYAL BANK OF CANADA
<0.01%#5$170,0005,304$00+5,304New Buy
Wealth Enhancement Trust Services, Inc.
0.01%0.01%#2$102,5643,732$58,0552,111+1,621+76.79%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#6$4,198131$00+131New Buy
MORGAN STANLEY
<0.01%<0.01%#7$351$562-1-50.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow