Sonoma Private Wealth’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Sonoma Private Wealth’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 Q1	–	Sell
2024 Q4	$295K	Sell
2024 Q3	$293K	Sell
2024 Q2	$268K	Sell
2024 Q1	$411K	Sell
2023 Q4	$390K	Buy
2023 Q3	$338K	Buy
2023 Q2	$309K	Sell
2023 Q1	$421K	Buy
2022 Q4	$278K	Buy