Strategic Wealth Partners Group LLC Closed Holding Positions

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
Q2 2022 Filed on Aug 12, 2022
6,394
$27.27 - $32.95 $174K - $211K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 12, 2022
5,797
$51.44 - $54.88 $298K - $318K
AVGO
Broadcom Inc.

Technology
Q1 2022 Filed on May 12, 2022
2,821
$533.23 - $670.92 $1.5M - $1.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 12, 2022
10,511
$65.63 - $82.62 $690K - $868K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on May 12, 2022
7,266
$51.49 - $53.86 $374K - $391K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 12, 2022
2,647
$121.42 - $128.17 $321K - $339K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on May 12, 2022
15,995
$41.74 - $45.45 $668K - $727K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2022 Filed on May 12, 2022
10,298
$24.71 - $26.22 $254K - $270K
OEF
Ishares S&P 100 ETF

ETFs
Q1 2022 Filed on May 12, 2022
3,180
$190.9 - $221.63 $607K - $705K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 12, 2022
3,372
$77.77 - $81.19 $262K - $274K
Ishares Tr
Q4 2021 Filed on Feb 11, 2022
14,373
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 11, 2022
3,324
$84.47 - $85.89 $281K - $285K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
793
$269.22 - $305.79 $213K - $242K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2021 Filed on Feb 11, 2022
4,367
$80.78 - $81.98 $353K - $358K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2021 Filed on May 17, 2021
7,130
$43.36 - $46.72 $309K - $333K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
11,041
$12.66 - $14.15 $140K - $156K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Feb 11, 2021
1,801
$119.27 - $121.81 $215K - $219K
SHV
Ishares Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
2,355
$110.7 - $110.74 $261K - $261K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2020 Filed on Aug 13, 2020
10,473
$182.31 - $248.84 $1.91M - $2.61M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2020 Filed on Aug 13, 2020
8,798
$42.06 - $57.2 $370K - $503K
Ishares Tr
Q2 2020 Filed on Aug 13, 2020
13,990
N/A
IDEV
Ishares Core Msci Intl Develop

ETFs
Q2 2020 Filed on Aug 13, 2020
7,920
$42.25 - $54.22 $335K - $429K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on May 14, 2020
4,449
$26.18 - $40.44 $116K - $180K
VT
Vanguard Total World Stk Index

ETFs
Q1 2020 Filed on May 14, 2020
2,632
$54.48 - $83.17 $143K - $219K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2020 Filed on May 14, 2020
4,467
$35.83 - $62.24 $160K - $278K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on May 14, 2020
2,660
$26.61 - $40.52 $70.8K - $108K
Spdr Gold Trust ETF
Q3 2018 Filed on Nov 14, 2018
421
N/A
IOO
Ishares Tr Global 100 ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
80
N/A
HEFA
Ishares Currency Hedged Msci E

ETFs
Q3 2018 Filed on Nov 14, 2018
575
$28.75 - $30.09 $16.5K - $17.3K
EFV
Msci Eafe Value ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
580
$49.68 - $52.91 $28.8K - $30.7K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
100
$84.68 - $92.46 $8.47K - $9.25K
DVY
Ishares Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
885
N/A
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q3 2018 Filed on Nov 14, 2018
2,337
N/A
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
946
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2018 Filed on Nov 14, 2018
152
N/A
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2018 Filed on Nov 14, 2018
280
N/A
FAD
First Tr Multi Cap Growth Alph

ETFs
Q3 2018 Filed on Nov 14, 2018
100
$71.97 - $77.58 $7.2K - $7.76K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
4
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2018 Filed on Nov 14, 2018
2,498
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q3 2018 Filed on Nov 14, 2018
1,402
$66.13 - $70.34 $92.7K - $98.6K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2018 Filed on Nov 14, 2018
200
N/A
Ishares Tr Comex Gold
Q2 2018 Filed on Aug 16, 2018
75
N/A
GLD
Spdr Gold Trust

ETFs
Q2 2018 Filed on Aug 16, 2018
421
$118.22 - $128.11 $49.8K - $53.9K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2018 Filed on Aug 16, 2018
210
N/A
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2018 Filed on Aug 16, 2018
5
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2018 Filed on Aug 16, 2018
130
N/A
VGT
Vanguard Information Technolog

ETFs
Q2 2018 Filed on Aug 16, 2018
800
N/A
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