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Disclosery

MORGAN STANLEY: SCHW position timeline

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

MORGAN STANLEY held 22,793,553 SCHW 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 22,793,553 shares
    Change vs previous 13F +759,611 shares

    0.11% of the 13F portfolio, value $2,103,161,421.

    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 22,033,942 shares
    Change vs previous 13F -1,199,293 shares

    0.12% of the 13F portfolio, value $2,070,750,350.

    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 23,233,235 shares
    Change vs previous 13F -1,492,967 shares

    0.14% of the 13F portfolio, value $2,321,232,826.

    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 24,726,202 shares
    Change vs previous 13F +637,348 shares

    0.14% of the 13F portfolio, value $2,360,610,935.

    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 24,088,854 shares
    Change vs previous 13F +2,657,145 shares

    0.14% of the 13F portfolio, value $2,197,867,522.

    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 21,431,709 shares
    Change vs previous 13F -990,105 shares

    0.12% of the 13F portfolio, value $1,677,674,535.

    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 22,421,814 shares
    Change vs previous 13F -343,045 shares

    0.12% of the 13F portfolio, value $1,659,438,804.

    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 22,764,859 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,475,390,656.

    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).