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MORGAN STANLEY: SCHL position timeline

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

MORGAN STANLEY held 304,326 SCHL 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 304,326 shares
    Change vs previous 13F -156,919 shares

    <0.01% of the 13F portfolio, value $13,999,084.

    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 461,245 shares
    Change vs previous 13F +11,389 shares

    <0.01% of the 13F portfolio, value $18,016,285.

    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 449,856 shares
    Change vs previous 13F +79,958 shares

    <0.01% of the 13F portfolio, value $13,329,277.

    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 369,898 shares
    Change vs previous 13F +33,551 shares

    <0.01% of the 13F portfolio, value $10,127,862.

    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 336,347 shares
    Change vs previous 13F -72,730 shares

    <0.01% of the 13F portfolio, value $7,056,580.

    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 409,077 shares
    Change vs previous 13F +65,748 shares

    <0.01% of the 13F portfolio, value $7,723,404.

    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 343,329 shares
    Change vs previous 13F +18,383 shares

    <0.01% of the 13F portfolio, value $7,323,220.

    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 324,946 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,401,549.

    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).