Charles Schwab Investment Management Inc Cbiz, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

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 555,232 shares of CBZ stock, worth $35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
555,232
Previous 524,122 5.94%
Holding current value
$35 Million
Previous $39.8 Million 0.14%
% of portfolio
0.01%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$66.19 - $79.64 $2.06 Million - $2.48 Million
31,110 Added 5.94%
555,232 $39.8 Million
Q1 2025

May 09, 2025
SELL
$68.46 - $88.65 $804,952 - $1.04 Million
-11,758 Reduced 2.19%
524,122 $39.8 Million
Q4 2024

Feb 06, 2025
BUY
$63.78 - $83.43 $672,879 - $880,186
10,550 Added 2.01%
535,880 $43.9 Million
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

# of Institutions
291
Shares Held
47.2M
Call Options Held
10K
Put Options Held
0
View Full List

About CBIZ, Inc.

CBZ Quotes by TradingView
  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.24B
  • 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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