Schneider Downs Wealth Management Advisors’s CBIZ CBZ Stock Holding History

Schneider Downs Wealth Management Advisors’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
2026 Q2	$748K	Buy	23,315 +100	+0.4%	+$3.11K	0.07%	89
2026 Q1	$623K	Hold	23,215	–	–	0.07%	88
2025 Q4	$1.17M	Hold	23,215	–	–	0.13%	60
2025 Q3	$1.23M	Sell	23,215 -154	-0.7%	-$9.93K	0.15%	59
2025 Q2	$1.68M	Sell	23,369 -274	-1%	-$19.8K	0.25%	52
2025 Q1	$1.79M	Hold	23,643	–	–	0.32%	41
2024 Q4	$1.93M	Hold	23,643	–	–	0.36%	35
2024 Q3	$1.59M	Sell	23,643 -355	-1%	-$25.8K	0.33%	42
2024 Q2	$1.78M	Sell	23,998 -335	-1%	-$25.3K	0.4%	36
2024 Q1	$1.91M	Sell	24,333 -3,949	-14%	-$275K	0.44%	35
2023 Q4	$1.77M	Hold	28,282	–	–	0.46%	34
2023 Q3	$1.47M	Hold	28,282	–	–	0.34%	36
2023 Q2	$1.51M	Sell	28,282 -394	-1%	-$20.3K	0.34%	39
2023 Q1	$1.42M	Hold	28,676	–	–	0.29%	39
2022 Q4	$1.34M	Hold	28,676	–	–	0.29%	38
2022 Q3	$1.23M	Sell	28,676 -700	-2%	-$30.6K	0.36%	31
2022 Q2	$1.17M	Sell	29,376 -2,296	-7%	-$92.8K	0.33%	33
2022 Q1	$1.33M	Sell	31,672 -1,435	-4%	-$56.2K	0.34%	34
2021 Q4	$1.29M	Hold	33,107	–	–	0.31%	36
2021 Q3	$1.07M	Hold	33,107	–	–	0.28%	38
2021 Q2	$1.08M	Hold	33,107	–	–	0.28%	36
2021 Q1	$1.08M	Hold	33,107	–	–	0.26%	34
2020 Q4	$881K	Sell	33,107 -3,370	-9%	-$82.9K	0.25%	33
2020 Q3	$834K	Hold	36,477	–	–	0.28%	31
2020 Q2	$874K	Sell	36,477 -723	-2%	-$16.4K	0.3%	30
2020 Q1	$778K	Hold	37,200	–	–	0.29%	36
2019 Q4	$1M	Hold	37,200	–	–	0.3%	30
2019 Q3	$874K	Hold	37,200	–	–	0.27%	30
2019 Q2	$729K	Hold	37,200	–	–	0.25%	31
2019 Q1	$753K	Buy	37,200 +16,750	+82%	+$339K	0.28%	30
2018 Q4	$403K	Buy	+20,450	New	+$437K	0.17%	34

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's CBZ Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its CBIZ (CBZ) stake by 0.43% in Q2 2026, buying an estimated $3.11K and bringing the position to 23,315 shares worth $748K. The position accounts for 0.07% of the portfolio, ranked #89.

Schneider Downs Wealth Management Advisors first reported a position in CBZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.93M in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Schneider Downs Wealth Management Advisors held 23,315 shares of CBIZ worth $748K as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 100 CBIZ shares in Q2 2026, an estimated $3.11K.
CBIZ made up 0.07% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #89 holding.
Schneider Downs Wealth Management Advisors first reported a position in CBIZ in Q4 2018 and has held it in 31 quarters since.
Schneider Downs Wealth Management Advisors's CBIZ position peaked at $1.93M in Q4 2024.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.