Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Ariel Esg Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Ariel Esg stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 258,417 shares of SAEF stock, worth $6.89 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

258,417

Previous 261,589 1.21%

Holding current value

$6.89 Million

Previous $6.41 Million 4.12%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$21.31 - $25.82 $67,595 - $81,901	-3,172 Reduced 1.21%	258,417 $6.67 Million
Q1 2025 Apr 16, 2025	SELL	$23.86 - $28.46 $257,163 - $306,741	-10,778 Reduced 3.96%	261,589 $6.41 Million
Q4 2024 Mar 17, 2025	BUY	$25.92 - $29.4 $120,242 - $136,386	4,639 Added 1.73%	272,367 $7.35 Million
Q4 2024 Jan 10, 2025	SELL	$25.92 - $29.4 $7,983 - $9,055	-308 Reduced 0.11%	267,728 $7.22 Million
Q3 2024 Oct 23, 2024	BUY	$23.4 - $26.61 $799,367 - $909,024	34,161 Added 14.61%	268,036 $7.11 Million
Q2 2024 Jul 16, 2024	BUY	$22.34 - $24.34 $68,405 - $74,529	3,062 Added 1.33%	233,875 $5.55 Million
Q1 2024 Apr 15, 2024	BUY	$22.07 - $24.59 $409,155 - $455,874	18,539 Added 8.73%	230,813 $5.68 Million
Q4 2023 Jan 30, 2024	BUY	$18.5 - $23.53 $1.19 Million - $1.51 Million	64,142 Added 43.3%	212,274 $4.95 Million
Q3 2023 Nov 13, 2023	BUY	$20.12 - $23.05 $1.22 Million - $1.4 Million	60,785 Added 69.59%	148,132 $3.02 Million
Q2 2023 Jul 21, 2023	BUY	$20.15 - $22.27 $971,592 - $1.07 Million	48,218 Added 123.23%	87,347 $1.95 Million
Q1 2023 Apr 25, 2023	BUY	$20.0 - $23.17 $281,820 - $326,488	14,091 Added 56.28%	39,129 $831,000
Q4 2022 Feb 01, 2023	BUY	$18.23 - $21.26 $43,350 - $50,556	2,378 Added 10.49%	25,038 $498,000
Q3 2022 Oct 17, 2022	BUY	$17.99 - $22.07 $132,046 - $161,993	7,340 Added 47.91%	22,660 $419,000
Q2 2022 Jul 18, 2022	BUY	$18.59 - $22.9 $284,798 - $350,828	15,320 New	15,320 $299,000

Others Institutions Holding SAEF

# of Institutions

Shares Held

281K

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR ARIEL ESG

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Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Ariel Esg Transaction History