Morgan Stanley shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Morgan Stanley
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All positions including Morgan Stanley held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $756k | 7.3k | 104.24 |
| 2024-06-30 | $708k | 7.3k | 97.19 |
| 2024-03-31 | $667k | 7.1k | 94.16 |
| 2023-12-31 | $705k | 7.6k | 93.25 |
| 2023-09-30 | $688k | 8.4k | 81.67 |