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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
2024-03-31 $667k 7.1k 94.16
2023-12-31 $705k 7.6k 93.25
2023-09-30 $688k 8.4k 81.67

More positions owned by Charles Schwab Trust

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Cre U S Reit Etf (USRT)
Tennant Company (TNC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Trust

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
Bank of New York Mellon
T. Rowe Price Associates
Goldman Sachs Group
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley