JY
SAEF

Jeff Yass’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-8,756
Closed -$226K – 13689
2025
Q2 		$226K Buy
8,756
+559
+7% +$13.4K ﹤0.01% 10958
2025
Q1 		$201K Buy
+8,197
New +$217K ﹤0.01% 10929

Other funds holding SAEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jeff Yass's SAEF Position: Q3 2025 in Review

Jeff Yass sold out of Schwab Ariel Opportunities ETF (SAEF) in Q3 2025, closing a stake of 8,756 shares — an estimated $226K sold.

Jeff Yass first reported a position in SAEF in Q1 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 5 funds tracked by Wall St. Rank hold SAEF as of Q3 2025.

  • Jeff Yass reported no remaining Schwab Ariel Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 8,756 Schwab Ariel Opportunities ETF shares in Q3 2025, an estimated $226K.
  • Jeff Yass first reported a position in Schwab Ariel Opportunities ETF in Q1 2025 and held it in 2 quarters.
  • Jeff Yass's Schwab Ariel Opportunities ETF position peaked at $226K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.