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

Cbiz Investment Advisory Services, LLC

$2.55 Billion
Q3 2025

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 5,472 shares of SCHX stock, worth $145,226. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,472

Previous 5,472 -0.0%

Holding current value

$145,226

Previous $133,000 8.27%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 03, 2025	BUY	$21.75 - $24.28 $119,016 - $132,860	5,472 New	5,472 $120,000
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $81,715 - $249,085	3,648 Added 200.0%	5,472 $126,000
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

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Cbiz Investment Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History