Fidelity Investments’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Fidelity Investments’s Portfolio SAEF Stock Details SAEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28	Buy	+1	New	+$29	﹤0.01%	5333
2025 Q4	–	Sell	-1	Closed	-$28	–	5564
2025 Q3	$28	Buy	+1	New	+$27	﹤0.01%	5291

Other funds holding SAEF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

WOSD

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sankala Group Lyons, Colorado $122M AUM

Fidelity Investments's SAEF Position: Q1 2026 in Review

Fidelity Investments opened a new position in Schwab Ariel Opportunities ETF (SAEF) in Q1 2026: 1 share worth $28. The stake represents ﹤0.01% of the portfolio and ranks #5333 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in SAEF as recently as Q3 2025.

Fidelity Investments first reported a position in SAEF in Q3 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SAEF as of Q1 2026.

Fidelity Investments held 1 share of Schwab Ariel Opportunities ETF worth $28 as of Q1 2026.
Schwab Ariel Opportunities ETF was a new Fidelity Investments position in Q1 2026.
Schwab Ariel Opportunities ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5333 holding.
Fidelity Investments first reported a position in Schwab Ariel Opportunities ETF in Q3 2025 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.