Charles Schwab Corporation shares owned by Morgan Stanley
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.7B | 23M | 73.69 |
| 2024-03-31 | $1.7B | 23M | 72.34 |
| 2023-12-31 | $1.7B | 25M | 68.80 |
| 2023-09-30 | $1.2B | 23M | 54.90 |
| 2023-06-30 | $1.3B | 23M | 56.68 |
| 2022-12-31 | $1.9B | 22M | 83.26 |
| 2022-06-30 | $856M | 14M | 63.34 |
| 2022-03-31 | $608M | 7.2M | 84.31 |
| 2021-06-30 | $495M | 6.8M | 72.81 |
| 2020-12-31 | $386M | 7.3M | 53.04 |
| 2020-09-30 | $227M | 6.3M | 36.10 |
| 2020-06-30 | $187M | 5.5M | 33.71 |
| 2020-03-31 | $186M | 5.5M | 33.91 |
| 2019-12-31 | $311M | 6.6M | 47.11 |
| 2019-09-30 | $272M | 6.5M | 42.02 |
| 2019-03-31 | $148M | 3.5M | 42.61 |
| 2018-12-31 | $139M | 3.4M | 41.53 |
| 2018-09-30 | $207M | 4.2M | 49.14 |
| 2018-06-30 | $229M | 4.5M | 51.12 |
| 2018-03-31 | $222M | 4.3M | 52.02 |
| 2017-12-31 | $267M | 5.2M | 51.30 |
| 2017-03-31 | $189M | 4.6M | 40.84 |
| 2016-12-31 | $176M | 4.5M | 39.43 |
| 2016-09-30 | $46M | 1.5M | 31.59 |
| 2016-06-30 | $69M | 2.7M | 25.29 |
| 2016-03-31 | $45M | 1.6M | 28.03 |
| 2015-12-31 | $42M | 1.3M | 32.91 |
| 2015-09-30 | $59M | 2.1M | 28.57 |
| 2015-06-30 | $38M | 1.2M | 32.67 |
| 2014-12-31 | $37M | 1.2M | 30.18 |
| 2014-09-30 | $26M | 880k | 29.39 |
| 2014-06-30 | $19M | 691k | 26.93 |
| 2014-03-31 | $22M | 805k | 27.28 |
| 2013-12-31 | $22M | 829k | 25.99 |
| 2013-09-30 | $18M | 861k | 21.18 |