Cbiz Investment Advisory Services, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 5,472 shares of SCHX stock, worth $126,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,472
Previous 1,824 200.0%
Holding current value
$126,129
Previous $123,000 2.44%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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