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| Name: |
Strategic Wealth Partners Ltd. |
| City: |
INDEPENDENCE |
| State: |
OH |
| Zip: |
44131-6829 |
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data |
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| Holdings
Found :
25 |
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Closed Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
KIE |
streetTRACKS Series Trust -... |
258 |
Closed |
$51.27 |
$0 |
0 |
0% |
-6,670,000 |
-162,886 |
0 |
Closed - End Fund - E... |
|
|
FNDX |
Schwab Fundamental US Large... |
277 |
Closed |
$66.55 |
$0 |
0 |
0% |
-285,000 |
-5,325 |
0 |
N/A |
|
|
XLF |
SPDR Financial Sector |
264 |
Closed |
$41.83 |
$0 |
0 |
0% |
-245,000 |
-7,157 |
0 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
270 |
Closed |
$188.19 |
$0 |
0 |
0% |
-283,000 |
-1,780 |
0 |
Closed - End Fund - E... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
276 |
Closed |
$26.32 |
$0 |
0 |
0% |
-286,000 |
-12,079 |
0 |
N/A |
|
|
FNDF |
Schwab Fundamental Internat... |
263 |
Closed |
$35.92 |
$0 |
0 |
0% |
-395,000 |
-13,592 |
0 |
N/A |
|
|
SIMO |
Silicon Motion Technology Corp |
282 |
Closed |
$76.21 |
$0 |
0 |
0% |
-222,000 |
-3,409 |
0 |
Diversified Electronics |
|
|
IPAC |
iShares Core MSCI Pacific ETF |
269 |
Closed |
$61.80 |
$0 |
0 |
0% |
-217,000 |
-4,037 |
0 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
275 |
Closed |
$61.75 |
$0 |
0 |
0% |
-521,000 |
-11,538 |
0 |
Closed - End Fund - Debt |
|
|
SLVP |
Ishares Msci Global Silver ... |
262 |
Closed |
$0.00 |
$0 |
0 |
0% |
-107,000 |
-10,178 |
0 |
N/A |
|
|
VNQ |
Vanguard REIT Index VIPERs |
281 |
Closed |
$82.89 |
$0 |
0 |
0% |
-208,000 |
-2,520 |
0 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
268 |
Closed |
$395.18 |
$0 |
0 |
0% |
-216,000 |
-652 |
0 |
Closed - End Fund - E... |
|
|
SCHF |
Schwab Strategic Trust |
274 |
Closed |
$39.15 |
$0 |
0 |
0% |
-369,000 |
-11,466 |
0 |
Closed - End Fund - Debt |
|
|
FLOT |
Ishares Floating Rate Note ... |
261 |
Closed |
$0.00 |
$0 |
0 |
0% |
-206,000 |
-4,089 |
0 |
N/A |
|
|
CMCSA |
Comcast Corp |
280 |
Closed |
$39.31 |
$0 |
0 |
0% |
-225,000 |
-6,445 |
0 |
CATV Systems |
|
|
SCHD |
Schwab US Dividend Equity ETF |
267 |
Closed |
$79.30 |
$0 |
0 |
0% |
-214,000 |
-2,829 |
0 |
N/A |
|
|
BDX |
Becton Dickinson & Co |
273 |
Closed |
$235.67 |
$0 |
0 |
0% |
-234,000 |
-922 |
0 |
Medical Instruments &... |
|
|
IUSB |
Ishares Core Total Usd Bond... |
260 |
Closed |
$0.00 |
$0 |
0 |
0% |
-287,000 |
-6,391 |
0 |
N/A |
|
|
MINT |
Pimco ETF Trust |
279 |
Closed |
$100.33 |
$0 |
0 |
0% |
-475,000 |
-4,813 |
0 |
Closed - End Fund - Debt |
|
|
NYMT |
New York Mortgage Trust Inc |
266 |
Closed |
$6.15 |
$0 |
0 |
0% |
-74,000 |
-28,989 |
0 |
Mortgage Investment |
|
|
ASML |
ASML Holding N.V. (ADR) |
272 |
Closed |
$0.00 |
$0 |
0 |
0% |
-243,000 |
-445 |
0 |
Semiconductor Equipme... |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
259 |
Closed |
$251.38 |
$0 |
0 |
0% |
-253,000 |
-1,260 |
0 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
278 |
Closed |
$143.59 |
$0 |
0 |
0% |
-227,000 |
-1,669 |
0 |
Closed - End Fund - E... |
|
|
AMT |
American Tower Corp |
265 |
Closed |
$184.49 |
$0 |
0 |
0% |
-207,000 |
-978 |
0 |
Integrated Telecommun... |
|
|
WMK |
Weis Markets Inc |
271 |
Closed |
$65.09 |
$0 |
0 |
0% |
-200,000 |
-2,436 |
0 |
Grocery Stores |
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