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Disclosery

MORGAN STANLEY: SCHG position timeline

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

MORGAN STANLEY held 9,519,537 SCHG 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 9,519,537 shares
    Change vs previous 13F +217,879 shares

    0.02% of the 13F portfolio, value $322,141,200.

    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 9,301,658 shares
    Change vs previous 13F +480,921 shares

    0.02% of the 13F portfolio, value $270,957,366.

    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 8,820,737 shares
    Change vs previous 13F -43,550 shares

    0.02% of the 13F portfolio, value $287,732,490.

    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 8,864,287 shares
    Change vs previous 13F -62,034 shares

    0.02% of the 13F portfolio, value $282,859,451.

    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 8,926,321 shares
    Change vs previous 13F -627,448 shares

    0.02% of the 13F portfolio, value $260,737,928.

    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 9,553,769 shares
    Change vs previous 13F -1,378,084 shares

    0.02% of the 13F portfolio, value $239,226,433.

    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 10,931,853 shares
    Change vs previous 13F +8,858,951 shares

    0.02% of the 13F portfolio, value $304,670,790.

    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 2,072,902 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $215,955,266.

    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).