A detailed history of Charles Schwab Investment Management Inc transactions in Cbiz, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 525,330 shares of CBZ stock, worth $40.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
525,330
Previous 515,458 1.92%
Holding current value
$40.9 Million
Previous $38.2 Million 7.45%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$64.51 - $86.02 $636,842 - $849,189
9,872 Added 1.92%
525,330 $35.3 Million
Q2 2024

Aug 12, 2024

BUY
$71.18 - $78.99 $665,888 - $738,951
9,355 Added 1.85%
515,458 $38.2 Million
Q1 2024

May 08, 2024

BUY
$60.7 - $78.5 $188,048 - $243,193
3,098 Added 0.62%
506,103 $39.7 Million
Q4 2023

Feb 06, 2024

BUY
$50.14 - $62.76 $383,520 - $480,051
7,649 Added 1.54%
503,005 $31.5 Million
Q3 2023

Nov 08, 2023

BUY
$51.45 - $56.72 $598,569 - $659,880
11,634 Added 2.41%
495,356 $25.7 Million
Q2 2023

Aug 09, 2023

SELL
$48.43 - $54.61 $168,972 - $190,534
-3,489 Reduced 0.72%
483,722 $25.8 Million
Q1 2023

May 11, 2023

SELL
$45.6 - $51.1 $363,933 - $407,829
-7,981 Reduced 1.61%
487,211 $24.1 Million
Q4 2022

Feb 13, 2023

SELL
$43.77 - $50.51 $110,869 - $127,941
-2,533 Reduced 0.51%
495,192 $23.2 Million
Q3 2022

Nov 14, 2022

SELL
$39.89 - $48.01 $58,957 - $70,958
-1,478 Reduced 0.3%
497,725 $21.3 Million
Q2 2022

Aug 15, 2022

BUY
$37.17 - $43.74 $122,661 - $144,342
3,300 Added 0.67%
499,203 $19.9 Million
Q1 2022

May 13, 2022

BUY
$37.19 - $41.97 $493,213 - $556,606
13,262 Added 2.75%
495,903 $20.8 Million
Q4 2021

Feb 11, 2022

SELL
$33.06 - $40.19 $6,083 - $7,394
-184 Reduced 0.04%
482,641 $18.9 Million
Q3 2021

Nov 16, 2021

BUY
$30.78 - $34.48 $269,940 - $302,389
8,770 Added 1.85%
482,825 $15.6 Million
Q2 2021

Aug 16, 2021

BUY
$32.63 - $34.92 $350,380 - $374,970
10,738 Added 2.32%
474,055 $15.5 Million
Q1 2021

May 17, 2021

BUY
$25.61 - $34.03 $217,582 - $289,118
8,496 Added 1.87%
463,317 $15.1 Million
Q4 2020

Feb 16, 2021

BUY
$22.37 - $26.82 $49,773 - $59,674
2,225 Added 0.49%
454,821 $12.1 Million
Q3 2020

Nov 13, 2020

SELL
$22.14 - $25.68 $222,440 - $258,006
-10,047 Reduced 2.17%
452,596 $10.4 Million
Q2 2020

Aug 14, 2020

SELL
$20.02 - $26.3 $377,837 - $496,359
-18,873 Reduced 3.92%
462,643 $11.1 Million
Q1 2020

May 15, 2020

BUY
$17.27 - $28.5 $288,443 - $476,007
16,702 Added 3.59%
481,516 $10.1 Million
Q4 2019

Feb 07, 2020

BUY
$23.12 - $28.1 $142,974 - $173,770
6,184 Added 1.35%
464,814 $12.5 Million
Q3 2019

Nov 08, 2019

BUY
$19.58 - $24.58 $272,827 - $342,497
13,934 Added 3.13%
458,630 $10.8 Million
Q2 2019

Aug 09, 2019

BUY
$19.31 - $20.84 $101,937 - $110,014
5,279 Added 1.2%
444,696 $8.71 Million
Q1 2019

May 14, 2019

BUY
$19.07 - $21.36 $449,765 - $503,775
23,585 Added 5.67%
439,417 $8.89 Million
Q4 2018

Feb 14, 2019

SELL
$18.76 - $23.98 $349,798 - $447,131
-18,646 Reduced 4.29%
415,832 $8.19 Million
Q3 2018

Nov 13, 2018

BUY
$21.55 - $24.25 $245,885 - $276,692
11,410 Added 2.7%
434,478 $10.3 Million
Q2 2018

Aug 08, 2018

BUY
$18.2 - $23.15 $648,993 - $825,505
35,659 Added 9.2%
423,068 $9.73 Million
Q1 2018

May 07, 2018

BUY
$15.7 - $19.4 $157,204 - $194,252
10,013 Added 2.65%
387,409 $7.07 Million
Q4 2017

Jan 17, 2018

BUY
$14.75 - $17.25 $79,281 - $92,718
5,375 Added 1.44%
377,396 $5.83 Million
Q3 2017

Nov 13, 2017

BUY
$14.45 - $16.5 $5.38 Million - $6.14 Million
372,021
372,021 $6.05 Million

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4B
  • Description
  • CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...
More about CBZ
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