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Cbiz shares owned by Smith & Howard Wealth Management

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Smith & Howard Wealth Management from 13F filings

Historical chart of Smith & Howard Wealth Management investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $258k 9.6k 26.85

More positions owned by Smith & Howard Wealth Management

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

Top funds holding Cbiz

FMR
Vanguard Group
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Vanguard Capital Management
Vanguard Portfolio Management
Morgan Stanley
P2 Capital Partners
Geode Capital Management
State Street Corporation
Bloombergsen Investment Partners
Sunriver Management
Northern Trust
Alliancebernstein

View all funds holding Cbiz