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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

2014201620182020202220240200M400M600M800M010M20M30M
Value ($)Share countHistorical SCHD position of Morgan Stanley Source: stockzoa.comValue ($)Share count

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $778M 29M 27.32
2024-09-30 $781M 9.2M 84.55
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

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View all positions for Morgan Stanley

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq