Schwab Ariel Opportunities ETF (SAEF)
27.66
-0.28
(-0.98%)
USD |
NYSEARCA |
Dec 12, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.59% | -0.28% | 24.82M | 1791.67 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.89% | 15.00% | -1.443M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term capital appreciation. The fund invests in exchange-traded equity securities of US small and mid-capitalization companies with capitalizations within the range of the Russell 2500 Index. The subadviser seeks to invest in companies that exhibit attributes that will result in capital appreciation. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Charles Schwab |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 14, 2025.
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.48% |
| Stock | 98.70% |
| Bond | 0.82% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term capital appreciation. The fund invests in exchange-traded equity securities of US small and mid-capitalization companies with capitalizations within the range of the Russell 2500 Index. The subadviser seeks to invest in companies that exhibit attributes that will result in capital appreciation. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Charles Schwab |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |