Cassady Schiller Wealth Management’s CBIZ CBZ Stock Holding History

Cassady Schiller Wealth Management’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$40.9K	Hold	500	–	–	0.02%	222
2024 Q3	$33.6K	Hold	500	–	–	0.01%	233
2024 Q2	$37K	Hold	500	–	–	0.02%	224
2024 Q1	$39.3K	Hold	500	–	–	0.02%	233
2023 Q4	$31.3K	Hold	500	–	–	0.02%	239
2023 Q3	$25.9K	Hold	500	–	–	0.01%	254
2023 Q2	$26.6K	Hold	500	–	–	0.01%	261
2023 Q1	$24.7K	Hold	500	–	–	0.01%	256
2022 Q4	$23.4K	Buy	+500	New	+$23.8K	0.01%	259

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's CBZ Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its CBIZ (CBZ) position steady in Q4 2024 at 500 shares worth $40.9K. The position accounts for 0.02% of the portfolio, ranked #222.

Cassady Schiller Wealth Management first reported a position in CBZ in Q4 2022 and has held it in 9 quarters since. 282 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

Cassady Schiller Wealth Management held 500 shares of CBIZ worth $40.9K as of Q4 2024.
Cassady Schiller Wealth Management left its CBIZ share count unchanged in Q4 2024.
CBIZ made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #222 holding.
Cassady Schiller Wealth Management first reported a position in CBIZ in Q4 2022 and has held it in 9 quarters since.
282 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.