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Disclosery

MORGAN STANLEY: SCHX position timeline

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

MORGAN STANLEY held 8,847,214 SCHX 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 8,847,214 shares
    Change vs previous 13F +241,000 shares

    0.01% of the 13F portfolio, value $260,373,548.

    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 8,606,214 shares
    Change vs previous 13F +2,599,616 shares

    0.01% of the 13F portfolio, value $220,663,366.

    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 6,006,598 shares
    Change vs previous 13F +310,042 shares

    0.01% of the 13F portfolio, value $161,637,594.

    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 5,696,556 shares
    Change vs previous 13F +96,184 shares

    0.01% of the 13F portfolio, value $150,047,333.

    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 5,600,372 shares
    Change vs previous 13F -575,942 shares

    0.01% of the 13F portfolio, value $136,873,155.

    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 6,176,314 shares
    Change vs previous 13F +5,645 shares

    0.01% of the 13F portfolio, value $136,373,056.

    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 6,170,669 shares
    Change vs previous 13F +4,322,575 shares

    0.01% of the 13F portfolio, value $143,036,127.

    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 1,848,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $125,393,317.

    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).