Wealth Enhancement Advisory Services’s Schwab Ariel Opportunities ETF SAEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.41M | Buy |
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|
2025
Q2 | $6.91M | Sell |
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|
2025
Q1 | $6.4M | Sell |
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|
2024
Q4 | $7.34M | Buy |
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|
2024
Q3 | $7.11M | Buy |
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|
2024
Q2 | $5.55M | Buy |
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|
2024
Q1 | $5.68M | Buy |
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|
2023
Q4 | $4.95M | Buy |
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|
2023
Q3 | $3.02M | Buy |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $832K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $299K | Buy |
|