Legacy Advisory Services’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Legacy Advisory Services’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
2024 Q3	–	Sell	-35,955	Closed	-$854K	–	52
2024 Q2	$854K	Sell	35,955 -189	-0.5%	-$4.45K	0.78%	21
2024 Q1	$889K	Buy	36,144 +1,195	+3%	+$27.7K	0.84%	20
2023 Q4	$815K	Buy	+34,949	New	+$723K	0.86%	20

Other funds holding SAEF

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

SPW

Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WOSD

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Advisory Services's SAEF Position: Q3 2024 in Review

Legacy Advisory Services sold out of Schwab Ariel Opportunities ETF (SAEF) in Q3 2024, closing a stake of 35,955 shares — an estimated $854K sold.

Legacy Advisory Services first reported a position in SAEF in Q4 2023 and held it in 3 quarters. The position peaked at $889K in Q1 2024. 6 funds tracked by Wall St. Rank hold SAEF as of Q3 2024.

Legacy Advisory Services reported no remaining Schwab Ariel Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Legacy Advisory Services sold 35,955 Schwab Ariel Opportunities ETF shares in Q3 2024, an estimated $854K.
Legacy Advisory Services first reported a position in Schwab Ariel Opportunities ETF in Q4 2023 and held it in 3 quarters.
Legacy Advisory Services's Schwab Ariel Opportunities ETF position peaked at $889K in Q1 2024.
6 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q3 2024.

Based on Legacy Advisory Services's 13F filing for Q3 2024, filed 17 Oct 2025.