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MORGAN STANLEY: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on SCHC, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 285,394 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,394 shares
    Change vs previous 13F -83,833 shares

    <0.01% of the 13F portfolio, value $13,733,204.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 369,227 shares
    Change vs previous 13F -134,101 shares

    <0.01% of the 13F portfolio, value $17,257,693.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 503,328 shares
    Change vs previous 13F +274,417 shares

    <0.01% of the 13F portfolio, value $22,916,578.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 228,911 shares
    Change vs previous 13F +20,450 shares

    <0.01% of the 13F portfolio, value $10,417,809.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 208,461 shares
    Change vs previous 13F -84,539 shares

    <0.01% of the 13F portfolio, value $8,878,384.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 293,000 shares
    Change vs previous 13F +48,991 shares

    <0.01% of the 13F portfolio, value $10,512,866.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 244,009 shares
    Change vs previous 13F -16,090 shares

    <0.01% of the 13F portfolio, value $8,376,831.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 260,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,021,659.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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