Description: Schwab Ariel ESG ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund is co-managed by Ariel Investments, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of diverse market cap companies, within the market capitalization range of the Russell 2500 Index. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It employs proprietary research to create its portfolio. Schwab Ariel ESG ETF was formed on November 16, 2021 and is domiciled in the United States.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 94.31 | 0.00 | 94.31 |
| Stock non-US | 4.31 | 0.00 | 4.31 |
| Cash | 1.38 | 0.00 | 1.38 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 20.03 | 16.73 |
| Financial Services | 17.60 | 14.93 |
| Consumer Cyclicals | 16.70 | 13.12 |
| Technology | 16.28 | 15.16 |
| Healthcare | 14.07 | 11.01 |
| Communication Services | 8.11 | 2.67 |
| Real Estate | 3.00 | 7.04 |
| Basic Materials | 2.35 | 5.39 |
| Consumer Defensive | 1.85 | 4.59 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 95.63 | 98.63 |
| United Kingdom | 4.37 | 0.47 |
| Japan | 0.00 | 0.00 |
| Asia Emerging | 0.00 | 0.28 |
| Latin America | 0.00 | 0.12 |
| Asia Developed | 0.00 | 0.12 |
| Europe Emerging | 0.00 | 0.01 |
| Europe Developed | 0.00 | 0.26 |
| Africa/Middle East | 0.00 | 0.07 |