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MORGAN STANLEY: SCHR position timeline

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

MORGAN STANLEY held 1,669,051 SCHR 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 1,669,051 shares
    Change vs previous 13F -141,651 shares

    <0.01% of the 13F portfolio, value $41,158,828.

    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 1,810,702 shares
    Change vs previous 13F +63,314 shares

    <0.01% of the 13F portfolio, value $45,104,615.

    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 1,747,388 shares
    Change vs previous 13F +404,534 shares

    <0.01% of the 13F portfolio, value $43,824,531.

    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 1,342,854 shares
    Change vs previous 13F +80,319 shares

    <0.01% of the 13F portfolio, value $33,745,927.

    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 1,262,535 shares
    Change vs previous 13F +97,653 shares

    <0.01% of the 13F portfolio, value $31,601,272.

    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 1,164,882 shares
    Change vs previous 13F +12,377 shares

    <0.01% of the 13F portfolio, value $28,958,975.

    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 1,152,505 shares
    Change vs previous 13F +399,279 shares

    <0.01% of the 13F portfolio, value $27,994,364.

    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 753,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,113,272.

    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).