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Disclosery

MORGAN STANLEY: SCHZ position timeline

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

MORGAN STANLEY held 1,001,923 SCHZ 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 1,001,923 shares
    Change vs previous 13F -1,271,935 shares

    <0.01% of the 13F portfolio, value $23,174,495.

    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 2,273,858 shares
    Change vs previous 13F +1,282,095 shares

    <0.01% of the 13F portfolio, value $52,798,982.

    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 991,763 shares
    Change vs previous 13F -8,519 shares

    <0.01% of the 13F portfolio, value $23,177,530.

    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 1,000,282 shares
    Change vs previous 13F -12,976 shares

    <0.01% of the 13F portfolio, value $23,476,643.

    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 1,013,258 shares
    Change vs previous 13F -1,170,465 shares

    <0.01% of the 13F portfolio, value $23,548,123.

    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 2,183,723 shares
    Change vs previous 13F +972,932 shares

    <0.01% of the 13F portfolio, value $50,575,041.

    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 1,210,791 shares
    Change vs previous 13F +669,650 shares

    <0.01% of the 13F portfolio, value $27,484,986.

    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 541,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,715,032.

    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).