SG
SAEF

Sankala Group’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Sankala Group’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 		$4.64K Hold
171
– – ﹤0.01% 439
2025
Q4 		$5.12K Buy
+171
New +$4.64K ﹤0.01% 449

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sankala Group's SAEF Position: Q1 2026 in Review

Sankala Group held its Schwab Ariel Opportunities ETF (SAEF) position steady in Q1 2026 at 171 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Sankala Group first reported a position in SAEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.12K in Q4 2025. 7 funds tracked by Wall St. Rank hold SAEF as of Q1 2026.

  • Sankala Group held 171 shares of Schwab Ariel Opportunities ETF worth $4.64K as of Q1 2026.
  • Sankala Group left its Schwab Ariel Opportunities ETF share count unchanged in Q1 2026.
  • Schwab Ariel Opportunities ETF made up ﹤0.01% of Sankala Group's portfolio in Q1 2026, its #439 holding.
  • Sankala Group first reported a position in Schwab Ariel Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • Sankala Group's Schwab Ariel Opportunities ETF position peaked at $5.12K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.