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SCHRSCHR
9 quarters

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

MORGAN STANLEY holds 1.7M shares of SCHR (SCHWAB STRATEGIC TR), worth $41.2M as of 2026-Q2. The position was decreased (-7.8% shares). SCHR represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$41.2M

Current Shares

1.7M

Total Value Change

+$12M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-7.8%
$41.2M0.0%$24.41
0
2026-Q1
Increased
1.8M
+3.6%
$45.1M0.0%$24.42
30
2025-Q4
Increased
1.7M
+30.1%
$43.8M0.0%$24.43
37
2025-Q3
Increased
1.3M
+6.4%
$33.7M0.0%$24.17
31
2025-Q2
Increased
1.3M
+8.4%
$31.6M0.0%$23.84
31
2025-Q1
Increased
1.2M
+1.1%
$29M0.0%$23.45
29
2024-Q4
Increased
1.2M
+53.0%
$28M0.0%$22.76
40
2024-Q3
Increased
753,226
+26.1%
$38.1M0.0%$23.42
36
2024-Q2
New
597,064
-
$29.1M0.0%$22.36
40

Other major holders of SCHR: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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