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

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 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 1,588 shares of SCHA stock, worth $38,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,588
Previous 794 100.0%
Holding current value
$38,985
Previous $40,000 2.5%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $20,112 - $40,621
794 Added 100.0%
1,588 $41,000
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
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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