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Schwab Ariel ESG ETF (SAEF)

22.72 +0.20 (+0.91%)
At close: April 22 at 4:00 PM EDT

ETF Summary

The fund invests primarily in exchange-traded equity securities of U.S. companies that have been evaluated based on certain environmental, social and governance (ESG) criteria. It typically invests in exchange-traded securities of small- and mid-capitalization companies which are companies with capitalizations within the range of the Russell 2500™ Index, as measured at the time of purchase; however, the fund may invest in exchange-traded securities of companies outside the stated range.

ETF Overview

Category Mid-Cap Blend
Fund Family Schwab ETFs
Net Assets 22.57M
YTD Daily Total Return -2.50%
Yield 0.48%
Legal Type Exchange Traded Fund

ETF Operations

Attributes SAEF Category Average
Annual Report Expense Ratio (net) 0.59% 0.90%
Holdings Turnover 16.00% 57.81%
Total Net Assets 7,668.31 7,668.31

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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