Schwab Ariel ESG ETF
SAEF
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 3000 Schwab Way Westlake TX United States of America 76262
- IPO Date
- Nov 16, 2021
- CIK
- 0001454889
- Website
- schwabassetmanagement.com
- Similar Companies
- Business
- Schwab Ariel Opportunities ETF (SAEF) is an actively managed, semi-transparent exchange-traded fund that seeks long-term capital appreciation by investing primarily in small- and mid-cap U.S. equities selected through a disciplined bottom-up, fundamental approach focusing on attractively valued, high-quality companies with strong management, healthy balance sheets, and favorable environmental, social, and governance (ESG) characteristics. The fund employs Ariel Investments, LLC as sub-advisor, which applies its proprietary ESG risk rating process and negative screening to exclude companies deriving primary revenue from tobacco products, fossil fuel exploration or extraction, private prisons or jails, and the manufacture of firearms, personal weapons, small arms, or controversial military weapons; it trades on NYSE Arca with an expense ratio of 0.59% and benchmarks the Russell 2500 Index. Launched on November 16, 2021, by Schwab Asset Management, the investment management arm of The Charles Schwab Corporation headquartered in Westlake, Texas, SAEF serves retail investors, financial advisors, and institutional clients seeking ESG-aligned exposure in the mid-cap blend segment, with total net assets of approximately $25 million as of December 2025 and a portfolio turnover rate of 10.95%. In July 2025, the fund underwent a significant reorganization, changing its name from Schwab Ariel ESG ETF to Schwab Ariel Opportunities ETF and modifying its investment strategy, as detailed in the updated prospectus. This evolution builds on its pioneering status as Schwab Asset Management's first active and ESG-themed ETF, as well as Ariel Investments' inaugural ETF sub-advisory role, amid a long-standing strategic alliance between the firms.