Capital Planning Advisors, LLC's ownership history for SCHW

Capital Planning Advisors, LLC currently holds 13.4K shares with a market value of $1.3M. It started holding SCHW on 2025-09-30. At its peak, it held 13.7K shares on 2025-12-31. Its highest holding value was $1.4M on 2025-12-31. At its lowest, it held 11.7K shares on 2025-09-30, with a value of $1.1M on 2025-09-30. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 1.7K.