Concourse Financial Group Securities’s Schwab Ariel Opportunities ETF SAEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6759 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7339 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7336 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7345 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7343 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7276 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7107 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6939 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6690 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6704 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6527 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6465 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6343 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6287 |
|