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MORGAN STANLEY: SCHM position timeline

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

MORGAN STANLEY held 1,649,131 SCHM 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 1,649,131 shares
    Change vs previous 13F -43,255 shares

    <0.01% of the 13F portfolio, value $60,803,486.

    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 1,692,386 shares
    Change vs previous 13F -120,393 shares

    <0.01% of the 13F portfolio, value $52,396,302.

    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 1,812,779 shares
    Change vs previous 13F -788,284 shares

    <0.01% of the 13F portfolio, value $54,510,314.

    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 2,601,063 shares
    Change vs previous 13F +827,568 shares

    <0.01% of the 13F portfolio, value $77,095,560.

    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 1,773,495 shares
    Change vs previous 13F +189,106 shares

    <0.01% of the 13F portfolio, value $49,746,549.

    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 1,584,389 shares
    Change vs previous 13F +528,703 shares

    <0.01% of the 13F portfolio, value $41,511,040.

    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 1,055,686 shares
    Change vs previous 13F +713,410 shares

    <0.01% of the 13F portfolio, value $29,253,104.

    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 342,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,439,966.

    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).