A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Cbiz, Inc. stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 23,643 shares of CBZ stock, worth $1.93 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
23,643
Previous 23,998 1.48%
Holding current value
$1.93 Million
Previous $1.78 Million 10.57%
% of portfolio
0.33%
Previous 0.4%

Shares

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

Nov 06, 2024

SELL
$64.51 - $86.02 $22,901 - $30,537
-355 Reduced 1.48%
23,643 $1.59 Million
Q2 2024

Aug 07, 2024

SELL
$71.18 - $78.99 $23,845 - $26,461
-335 Reduced 1.38%
23,998 $1.78 Million
Q1 2024

May 08, 2024

SELL
$60.7 - $78.5 $239,704 - $309,996
-3,949 Reduced 13.96%
24,333 $1.91 Million
Q2 2023

Jul 31, 2023

SELL
$48.43 - $54.61 $19,081 - $21,516
-394 Reduced 1.37%
28,282 $1.51 Million
Q3 2022

Oct 26, 2022

SELL
$39.89 - $48.01 $27,923 - $33,607
-700 Reduced 2.38%
28,676 $1.23 Million
Q2 2022

Jul 13, 2022

SELL
$37.17 - $43.74 $85,342 - $100,427
-2,296 Reduced 7.25%
29,376 $1.17 Million
Q1 2022

May 02, 2022

SELL
$37.19 - $41.97 $53,367 - $60,226
-1,435 Reduced 4.33%
31,672 $1.33 Million
Q4 2020

Jan 21, 2021

SELL
$22.37 - $26.82 $75,386 - $90,383
-3,370 Reduced 9.24%
33,107 $881,000
Q2 2020

Jul 15, 2020

SELL
$20.02 - $26.3 $14,474 - $19,014
-723 Reduced 1.94%
36,477 $874,000
Q1 2019

May 01, 2019

BUY
$19.07 - $21.36 $319,422 - $357,780
16,750 Added 81.91%
37,200 $753,000
Q4 2018

Jan 31, 2019

BUY
$18.76 - $23.98 $383,642 - $490,391
20,450 New
20,450 $403,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4.2B
  • 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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