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Livermore
Livermore
ZHEN

Morgan Stanley

SEC CIK
0000895421
Latest filing
Aug 13, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Morgan Stanley, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
22,793,553
Value
$2.10B
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Morgan Stanley, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,793,553$2.10B0.1%+759,611+3.4%AddedHolders
Q1 202622,033,942$2.07B0.1%−1,199,293−5.2%ReducedHolders
Q4 202523,233,235$2.32B0.1%−1,492,967−6.0%ReducedHolders
Q3 202524,726,202$2.36B0.1%+637,348+2.6%AddedHolders
Q2 202524,088,854$2.20B0.1%+2,657,145+12.4%AddedHolders
Q1 202521,431,709$1.68B0.1%−990,105−4.4%ReducedHolders
Q4 202422,421,814$1.66B0.1%−343,045−1.5%ReducedHolders
Q3 202422,764,859$1.48B0.1%−416,233−1.8%ReducedHolders
Q2 202423,181,092$1.71B0.1%−108,025−0.5%ReducedHolders
Q1 202423,289,117$1.68B0.1%−1,636,402−6.6%ReducedHolders
Q4 202324,925,519$1.71B0.2%+2,303,201+10.2%AddedHolders
Q3 202322,622,318$1.24B0.1%−364,569−1.6%ReducedHolders
Q2 202322,986,887$1.30B0.1%+574,302+2.6%AddedHolders
Q1 202322,412,585$1.17B0.1%+156,936+0.7%AddedHolders
Q4 202222,255,649$1.85B0.2%+8,563,389+62.5%AddedHolders
Q3 202213,692,260$984.1M0.1%+184,295+1.4%AddedHolders
Q2 202213,507,965$853.4M0.1%+6,299,752+87.4%AddedHolders
Q1 20227,208,213$607.7M0.1%+521,608+7.8%AddedHolders
Q4 20216,686,605$562.3M0.1%+270,181+4.2%AddedHolders
Q3 20216,416,424$467.4M0.1%−381,950−5.6%ReducedHolders
Q2 20216,798,374$495.0M0.1%−1,176,947−14.8%ReducedHolders
Q1 20217,975,321$519.8M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.