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Showing 8 of 9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in SCHWAB STRATEGIC TR

MORGAN STANLEY holds 5.9M shares of FNDX (SCHWAB STRATEGIC TR), worth $183.8M as of 2026-Q2. The position was increased (+8.7% shares). FNDX represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$183.8M

Current Shares

5.9M

Total Value Change

+$92.7M

Total Shares Change

+4.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.9M
+8.7%
$183.8M0.0%$31.10
33
2026-Q1
Increased
5.4M
+4.1%
$151.4M0.0%$28.70
32
2025-Q4
Increased
5.2M
+6.6%
$142.1M0.0%$27.41
32
2025-Q3
Increased
4.9M
+3.8%
$128.9M0.0%$26.16
31
2025-Q2
Increased
4.7M
+3.7%
$115.9M0.0%$24.24
31
2025-Q1
Increased
4.6M
+11.4%
$107.5M0.0%$23.08
33
2024-Q4
Increased
4.1M
+222.0%
$96.8M0.0%$23.23
48
2024-Q3
Increased
1.3M
+5.6%
$91.1M0.0%$23.32
32

Other major holders of FNDX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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