Capital Planning Advisors, LLC Schwab Charles Corp Transaction History
Capital Planning Advisors, LLC
- $704 Million
- Q3 2025
A detailed history of Capital Planning Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 11,655 shares of SCHW stock, worth $1.07 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,655Holding current value
$1.07 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHW
# of Institutions
2,508Shares Held
1.42BCall Options Held
15.3MPut Options Held
19M-
Vanguard Group Inc Valley Forge, PA152MShares$13.9 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.29 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA83MShares$7.63 Billion4.57% of portfolio
-
State Street Corp Boston, MA73.2MShares$6.72 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY60.6MShares$5.57 Billion0.38% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $167B
- Description
- The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...