Morgan Stanley shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1B | 11M | 104.24 |
| 2024-06-30 | $1.1B | 11M | 97.19 |
| 2024-03-31 | $1.0B | 11M | 94.16 |
| 2023-12-31 | $823M | 8.8M | 93.25 |
| 2023-09-30 | $689M | 8.4M | 81.67 |
| 2023-06-30 | $717M | 8.5M | 84.73 |
| 2023-03-31 | $741M | 8.4M | 87.80 |
| 2022-12-31 | $711M | 8.4M | 84.32 |
| 2022-09-30 | $678M | 8.4M | 80.81 |
| 2022-06-30 | $534M | 7.0M | 76.06 |
| 2022-03-31 | $618M | 7.1M | 87.40 |
| 2021-12-31 | $688M | 7.0M | 98.16 |
| 2021-09-30 | $689M | 7.1M | 97.31 |
| 2021-06-30 | $657M | 7.2M | 91.69 |
| 2021-03-31 | $552M | 7.1M | 77.66 |
| 2020-12-31 | $451M | 6.6M | 68.53 |
| 2020-09-30 | $261M | 5.4M | 48.35 |
| 2020-06-30 | $273M | 5.6M | 48.30 |
| 2020-03-31 | $197M | 5.8M | 34.00 |
| 2019-12-31 | $313M | 6.1M | 51.12 |
| 2019-09-30 | $262M | 6.1M | 42.67 |
| 2019-06-30 | $270M | 6.2M | 43.81 |
| 2019-03-31 | $255M | 6.0M | 42.20 |
| 2018-12-31 | $241M | 6.1M | 39.65 |
| 2018-09-30 | $279M | 6.0M | 46.57 |
| 2018-06-30 | $276M | 5.8M | 47.40 |
| 2018-03-31 | $308M | 5.7M | 53.96 |
| 2017-12-31 | $312M | 5.9M | 52.46 |
| 2017-09-30 | $282M | 5.9M | 48.17 |
| 2017-06-30 | $270M | 6.0M | 44.56 |
| 2017-03-31 | $250M | 5.8M | 42.84 |
| 2016-12-31 | $220M | 5.2M | 42.25 |
| 2016-09-30 | $144M | 4.5M | 32.06 |
| 2016-06-30 | $110M | 4.2M | 25.98 |
| 2016-03-31 | $103M | 4.1M | 25.01 |
| 2015-12-31 | $128M | 4.0M | 31.81 |
| 2015-09-30 | $126M | 4.0M | 31.53 |
| 2015-06-30 | $155M | 4.0M | 38.76 |
| 2015-03-31 | $192M | 5.4M | 35.69 |
| 2014-12-31 | $197M | 5.1M | 38.80 |
| 2014-09-30 | $173M | 5.0M | 34.57 |
| 2014-06-30 | $135M | 4.2M | 32.33 |
| 2014-03-31 | $120M | 3.8M | 31.17 |
| 2013-12-31 | $124M | 4.0M | 31.36 |
| 2013-09-30 | $114M | 4.2M | 27.14 |
| 2013-06-30 | $101M | 4.1M | 24.59 |
| 2013-03-31 | $90M | 4.2M | 21.67 |
| 2012-12-31 | $58M | 3.0M | 19.23 |
| 2012-09-30 | $47M | 2.8M | 16.79 |
| 2012-06-30 | $46M | 3.1M | 14.93 |
| 2012-03-31 | $64M | 3.2M | 19.80 |
| 2011-12-31 | $42M | 2.8M | 15.13 |
| 2011-09-30 | $33M | 2.6M | 12.47 |
| 2011-06-30 | $62M | 2.6M | 23.76 |
| 2011-03-31 | $68M | 2.5M | 27.26 |
| 2010-12-31 | $65M | 2.4M | 27.21 |
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