Wealth Enhancement Advisory Services’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
Q2 | $6.91M | Sell |
258,417
-3,172
| -1% | -$84.8K | 0.01% | 763 |
|
|
2025
Q1 | $6.4M | Sell |
261,589
-10,778
| -4% | -$264K | 0.01% | 736 |
|
|
2024
Q4 | $7.34M | Buy |
272,367
+4,331
| +2% | +$117K | 0.01% | 663 |
|
|
2024
Q3 | $7.11M | Buy |
268,036
+34,161
| +15% | +$907K | 0.02% | 618 |
|
|
2024
Q2 | $5.55M | Buy |
233,875
+3,062
| +1% | +$72.7K | 0.01% | 660 |
|
|
2024
Q1 | $5.68M | Buy |
230,813
+18,539
| +9% | +$456K | 0.01% | 631 |
|
|
2023
Q4 | $4.95M | Buy |
212,274
+64,142
| +43% | +$1.5M | 0.01% | 614 |
|
|
2023
Q3 | $3.02M | Buy |
148,132
+60,785
| +70% | +$1.24M | 0.01% | 711 |
|
|
2023
Q2 | $1.95M | Buy |
87,347
+48,218
| +123% | +$1.07M | 0.02% | 201 |
|
|
2023
Q1 | $832K | Buy |
39,129
+14,091
| +56% | +$299K | 0.01% | 329 |
|
|
2022
Q4 | $547K | Buy |
25,038
+2,378
| +10% | +$52K | 0.01% | 270 |
|
|
2022
Q3 | $419K | Buy |
22,660
+7,340
| +48% | +$136K | 0.01% | 285 |
|
|
2022
Q2 | $299K | Buy |
+15,320
| New | +$299K | ﹤0.01% | 302 |
|