Cbiz Investment Advisory Services, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,824 shares of SCHX stock, worth $42,681. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,824
Previous 1,824 -0.0%
Holding current value
$42,681
Previous $117,000 5.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024
BUY
$58.7 - $64.78 $107,068 - $118,158
1,824 New
1,824 $117,000
Q1 2021

May 17, 2021
SELL
$44.9 - $48.34 $18,633 - $20,061
-415 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$39.35 - $45.48 $36,359 - $42,023
-924 Reduced 69.01%
415 $55,000
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $3,802 - $5,038
-130 Reduced 8.85%
1,339 $99,000
Q4 2019

Feb 12, 2020
BUY
$34.42 - $38.54 $50,562 - $56,615
1,469 New
1,469 $113,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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