Capital Planning Advisors, LLC's ownership history for SCHX


Capital Planning Advisors, LLC currently holds 12.4K shares with a market value of $317.8K. It started holding SCHX on 2025-12-31. At its peak, it held 14.5K shares on 2025-12-31. Its highest holding value was $391.3K on 2025-12-31. At its lowest, it held 12.4K shares on 2026-03-31, with a value of $317.8K on 2026-03-31.


Capital Planning Advisors, LLC's ownership history for SCHX