SDWMA
Schneider Downs Wealth Management Advisors’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
23,369
-274
| -1% | -$19.6K | 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% | -$23.9K | 0.33% | 42 |
|
|
2024
Q2 | $1.78M | Sell |
23,998
-335
| -1% | -$24.8K | 0.4% | 36 |
|
|
2024
Q1 | $1.91M | Sell |
24,333
-3,949
| -14% | -$310K | 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% | -$21K | 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% | -$30K | 0.36% | 31 |
|
|
2022
Q2 | $1.17M | Sell |
29,376
-2,296
| -7% | -$91.8K | 0.33% | 33 |
|
|
2022
Q1 | $1.33M | Sell |
31,672
-1,435
| -4% | -$60.2K | 0.34% | 34 |
|
|
2021
Q4 | $1.3M | Hold |
33,107
| – | – | 0.31% | 36 |
|
|
2021
Q3 | $1.07M | Hold |
33,107
| – | – | 0.28% | 38 |
|
|
2021
Q2 | $1.09M | 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% | -$89.7K | 0.25% | 33 |
|
|
2020
Q3 | $834K | Hold |
36,477
| – | – | 0.28% | 31 |
|
|
2020
Q2 | $874K | Sell |
36,477
-723
| -2% | -$17.3K | 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 | +$403K | 0.17% | 34 |
|