Morgan Stanley »

Schwab Strategic Tr us dividend eq shares owned by Morgan Stanley

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $721M 9.3M 77.77
2024-03-31 $738M 9.1M 80.64
2023-12-31 $630M 8.3M 76.14
2023-09-30 $576M 8.1M 70.76
2023-06-30 $593M 8.2M 72.62
2022-12-31 $584M 7.7M 75.54
2022-06-30 $412M 5.7M 71.74
2022-03-31 $407M 5.1M 79.19
2021-06-30 $231M 3.1M 75.62
2020-12-31 $145M 2.3M 63.24
2020-09-30 $112M 2.0M 55.19
2020-06-30 $84M 1.6M 51.84
2020-03-31 $55M 1.2M 44.98
2019-12-31 $46M 795k 57.92
2019-09-30 $37M 668k 54.66
2019-03-31 $27M 595k 45.45
2018-12-31 $24M 525k 45.73
2018-09-30 $23M 438k 52.83
2018-06-30 $21M 416k 49.29
2018-03-31 $21M 428k 49.16
2017-12-31 $20M 386k 51.17
2017-03-31 $17M 375k 44.56
2016-12-31 $17M 390k 43.57
2016-09-30 $15M 356k 42.35
2016-06-30 $11M 267k 41.10
2016-03-31 $9.0M 199k 45.45
2015-12-31 $7.5M 173k 43.48
2015-09-30 $6.5M 181k 35.95
2015-06-30 $6.6M 173k 38.26
2014-12-31 $3.8M 97k 39.80
2014-09-30 $0 77k 0.00
2014-06-30 $2.5M 63k 40.00
2014-03-31 $2.5M 64k 40.00
2013-12-31 $1.7M 46k 36.49
2013-09-30 $1.1M 34k 33.64

More positions owned by Morgan Stanley

Microsoft Corporation (MSFT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)

View all positions for Morgan Stanley

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq