Skip to content
Disclosery

MORGAN STANLEY: SCHD position timeline

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

MORGAN STANLEY held 27,882,415 SCHD 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 27,882,415 shares
    Change vs previous 13F +1,546,302 shares

    0.05% of the 13F portfolio, value $884,151,453.

    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 26,336,113 shares
    Change vs previous 13F +477,956 shares

    0.05% of the 13F portfolio, value $807,992,001.

    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 25,858,157 shares
    Change vs previous 13F -1,367,596 shares

    0.04% of the 13F portfolio, value $709,289,267.

    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 27,225,753 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $743,263,122.

    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).