CBIZ Investment Advisory Services, LLC
Position in SCHW — Schwab Charles Corp
CIK 1795934
INDEPENDENCE, OH
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,875
-$72 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,252
of 2,304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $46,706 across 7 Capital Markets names. SCHW ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
215 | $28,837 | |
| 2 | MS |
Morgan Stanley
|
32 | $6,689 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4 | $4,045 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
42 | $3,875 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6 | $1,690 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
15 | $1,504 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
5 | $66 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,875 | 42 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,947 | 42 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $50,754 | 508 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $48,498 | 508 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $44,798 | 491 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $30,216 | 386 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $14,431 | 195 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,017 | 170 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,600 | 171 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,370 | 171 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||