Royal Bank of Canada
SAEF

Royal Bank of Canada’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Royal Bank of Canada’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 		– Sell
-200
Closed -$5K – 7618
2025
Q4 		$5K Buy
+200
New +$5.42K ﹤0.01% 6727
2025
Q3 		– Sell
-1,254
Closed -$32K – 7475
2025
Q2 		$32K Buy
1,254
+749
+148% +$18K ﹤0.01% 6107
2025
Q1 		$12K Buy
505
+465
+1,163% +$12.3K ﹤0.01% 6103
2024
Q4 		$1K Sell
40
-2,947
-99% -$81.3K ﹤0.01% 6816
2024
Q3 		$79K Buy
2,987
+2,593
+658% +$65.3K ﹤0.01% 5490
2024
Q2 		$9K Hold
394
– – ﹤0.01% 6390
2024
Q1 		$10K Hold
394
– – ﹤0.01% 6214
2023
Q4 		$9K Buy
+394
New +$8.15K ﹤0.01% 6530
2023
Q3 		– Sell
-710
Closed -$16K – 7513
2023
Q2 		$16K Buy
710
+245
+53% +$5.14K ﹤0.01% 6315
2023
Q1 		$10K Sell
465
-1,499
-76% -$32.3K ﹤0.01% 6327
2022
Q4 		$39K Sell
1,964
-2,406
-55% -$47.7K ﹤0.01% 6032
2022
Q3 		$79K Buy
4,370
+3,007
+221% +$60.7K ﹤0.01% 5468
2022
Q2 		$26K Buy
+1,363
New +$28.8K ﹤0.01% 5994
2022
Q1 		– Sell
-8,297
Closed -$203K – 7972
2021
Q4 		$203K Buy
+8,297
New +$200K ﹤0.01% 5321

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 $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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada's SAEF Position: Q1 2026 in Review

Royal Bank of Canada sold out of Schwab Ariel Opportunities ETF (SAEF) in Q1 2026, closing a stake of 200 shares — an estimated $5K sold.

Royal Bank of Canada first reported a position in SAEF in Q4 2021 and held it in 14 quarters. The position peaked at $203K in Q4 2021. 7 funds tracked by Wall St. Rank hold SAEF as of Q1 2026.

  • Royal Bank of Canada reported no remaining Schwab Ariel Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Royal Bank of Canada sold 200 Schwab Ariel Opportunities ETF shares in Q1 2026, an estimated $5K.
  • Royal Bank of Canada first reported a position in Schwab Ariel Opportunities ETF in Q4 2021 and held it in 14 quarters.
  • Royal Bank of Canada's Schwab Ariel Opportunities ETF position peaked at $203K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.