Question 1

How many shares of SCHQ does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 159,441 shares of SCHQ (SCHWAB STRATEGIC TR).

Question 2

What is MORGAN STANLEY's SCHQ position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's SCHQ position is worth $5M.

Question 3

Is MORGAN STANLEY buying or selling SCHQ?

Accepted Answer

In 2026-Q2, MORGAN STANLEY decreased their SCHQ position (-49.0% change in shares).

Question 4

When did MORGAN STANLEY first buy SCHQ?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in SCHQ in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	159,441	-49.0%	$5M	0.0%	$31.19	0
2026-Q1	Decreased	312,529	-34.1%	$9.8M	0.0%	$30.93	0
2025-Q4	Decreased	473,990	-22.7%	$15M	0.0%	$30.94	0
2025-Q3	Increased	613,500	+77.3%	$19.8M	0.0%	$31.08	43
2025-Q2	Increased	346,016	+8.4%	$11M	0.0%	$30.33	30
2025-Q1	Increased	319,205	+51.9%	$10.5M	0.0%	$30.80	39
2024-Q4	Increased	210,208	+657.6%	$6.6M	0.0%	$29.33	44
2024-Q3	Decreased	27,748	-42.9%	$970,908	0.0%	$32.19	0
2024-Q2	New	48,563	-	$1.6M	0.0%	$29.87	35

SCHQ9 quarters

SCHQ
9 quarters