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Cbiz shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $41k 500 81.83
2024-09-30 $34k 500 67.29
2024-06-30 $37k 500 74.10
2024-03-31 $39k 500 78.50
2023-12-31 $31k 500 62.59
2023-09-30 $26k 500 51.90
2023-06-30 $27k 500 53.28
2023-03-31 $25k 500 49.49
2022-12-31 $23k 500 46.85

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Cbiz

Vanguard Group
Durable Capital Partners
BlackRock
Morgan Stanley
FMR
Capital Research Global Investors
Burgundy Asset Management
P2 Capital Partners
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Henderson Group
Northern Trust
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz