Back to CBZ
Schneider Downs Wealth Management Advisors, LP → CBZ
Schneider Downs Wealth Management Advisors, LP CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $623K |
| Q2 2026 | $748K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 22.6K | — | — |
| Q2 2026 | $748K | 23.3K | — | — |
| Q1 2026 | $623K | 23.2K | — | — |
| Q4 2025 | $1.2M | 23.2K | — | — |
| Q3 2025 | $1.2M | 23.2K | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M