Cbiz Investment Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 794 shares of SCHA stock, worth $20,215. This represents 0.0% of its overall portfolio holdings.

Number of Shares
794
Previous 794 -0.0%
Holding current value
$20,215
Previous $37,000 8.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$45.24 - $49.04 $35,920 - $38,937
794 New
794 $37,000
Q1 2021

May 17, 2021
SELL
$43.89 - $52.63 $34,234 - $41,051
-780 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$34.66 - $45.17 $242 - $316
7 Added 0.91%
780 $11,000
Q2 2020

Aug 14, 2020
SELL
$23.59 - $35.22 $1,155 - $1,725
-49 Reduced 5.96%
773 $51,000
Q4 2019

Feb 12, 2020
BUY
$33.63 - $38.03 $27,643 - $31,260
822 New
822 $62,000

Others Institutions Holding SCHA

# of Institutions
1,148
Shares Held
145M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email