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Capital Planning Advisors, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Planning Advisors, LLC on SCHW, newest first. How the timeline and the estimate are built.

Capital Planning Advisors, LLC held 13,385 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 13,385 shares
    Change vs previous 13F -351 shares

    0.18% of the 13F portfolio, value $1,257,922.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 13,736 shares
    Change vs previous 13F +2,081 shares

    0.18% of the 13F portfolio, value $1,372,364.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 11,655 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,112,703.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).