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MORGAN STANLEY: SCHI position timeline

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

MORGAN STANLEY held 77,621 SCHI 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 77,621 shares
    Change vs previous 13F -50,759 shares

    <0.01% of the 13F portfolio, value $1,757,341.

    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 128,380 shares
    Change vs previous 13F -6,646 shares

    <0.01% of the 13F portfolio, value $2,911,658.

    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 135,026 shares
    Change vs previous 13F +88,209 shares

    <0.01% of the 13F portfolio, value $3,101,554.

    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 46,817 shares
    Change vs previous 13F +9,646 shares

    <0.01% of the 13F portfolio, value $1,080,536.

    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 37,171 shares
    Change vs previous 13F -3,518 shares

    <0.01% of the 13F portfolio, value $846,012.

    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 40,689 shares
    Change vs previous 13F -407 shares

    <0.01% of the 13F portfolio, value $913,875.

    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 41,096 shares
    Change vs previous 13F +22,726 shares

    <0.01% of the 13F portfolio, value $906,994.

    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 18,370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $847,998.

    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).