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Schwab Strategic Tr shares owned by Morgan Stanley

Quarter-by-quarter ownership of Schwab Strategic Tr (SCCR) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2026-03-31 $28k 1.1k 25.72
2025-12-31 $7.2k 280 25.85

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Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Virginia Estate & Retirement Planning Advisors
Breakwater Investment Management
Citadel Advisors
ATX Financial Planning
Camarda Wealth Advisory
Compass Financial Group
LPL Financial
Aire Advisors
Mercer Global Advisors
Creative Planning
Old Mission Capital
RFG Advisory
Union Bankshares
Fifth Third Bancorp

View all funds holding Schwab Strategic Tr