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

MORGAN STANLEY holds 9.5M shares of SCHG (SCHWAB STRATEGIC TR), worth $322.1M as of 2026-Q2. The position was increased (+2.3% shares). SCHG represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$322.1M

Current Shares

9.5M

Total Value Change

+$106.2M

Total Shares Change

+7.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9.5M
+2.3%
$322.1M0.0%$33.84
32
2026-Q1
Increased
9.3M
+5.5%
$271M0.0%$29.10
33
2025-Q4
Decreased
8.8M
-0.5%
$287.7M0.0%$32.55
0
2025-Q3
Decreased
8.9M
-0.7%
$282.9M0.0%$31.81
0
2025-Q2
Decreased
8.9M
-6.6%
$260.7M0.0%$29.09
0
2025-Q1
Decreased
9.6M
-12.6%
$239.2M0.0%$24.91
0
2024-Q4
Increased
10.9M
+427.4%
$304.7M0.0%$27.70
50
2024-Q3
Decreased
2.1M
-19.9%
$216M0.0%$25.86
0

Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

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