Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
SCHW holding history
Schwab Charles Corp in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SCHW overviewAll 13F holders of SCHWFull Q1 2026 holdings
- Shares (Q1 2026)
- 13,385
- Value
- $1.26M
- % of portfolio
- 0.2%
- Quarters held
- 3
- Since Q3 2025