Schwab Strategic Tr us aggregate b shares owned by Morgan Stanley
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24M | 516k | 46.00 |
| 2023-09-30 | $5.6M | 126k | 44.23 |
| 2023-06-30 | $8.5M | 183k | 46.16 |
| 2022-12-31 | $14M | 300k | 45.65 |
| 2022-06-30 | $6.3M | 131k | 47.90 |
| 2022-03-31 | $3.6M | 100k | 35.71 |
| 2021-06-30 | $5.2M | 94k | 55.56 |
| 2020-12-31 | $5.8M | 103k | 56.03 |
| 2020-09-30 | $4.4M | 78k | 56.15 |
| 2020-06-30 | $5.1M | 91k | 56.23 |
| 2020-03-31 | $7.0M | 129k | 54.27 |
| 2019-12-31 | $20M | 381k | 53.45 |
| 2019-09-30 | $21M | 388k | 53.91 |
| 2019-03-31 | $14M | 262k | 52.04 |
| 2018-12-31 | $13M | 249k | 50.59 |
| 2018-09-30 | $2.5M | 49k | 50.25 |
| 2018-06-30 | $5.6M | 111k | 50.58 |
| 2018-03-31 | $7.2M | 142k | 51.02 |
| 2017-12-31 | $7.0M | 135k | 52.05 |
| 2017-03-31 | $7.9M | 153k | 51.80 |
| 2016-12-31 | $3.3M | 64k | 51.50 |
| 2016-09-30 | $14M | 330k | 41.67 |
| 2016-06-30 | $13M | 247k | 53.71 |
| 2016-03-31 | $5.1M | 97k | 52.85 |
| 2015-12-31 | $4.0M | 72k | 54.95 |
| 2015-09-30 | $873k | 16k | 54.30 |
| 2015-06-30 | $98k | 1.8k | 56.18 |
| 2014-12-31 | $446k | 8.5k | 52.36 |
| 2014-09-30 | $347k | 6.7k | 51.79 |
| 2014-06-30 | $1.0M | 18k | 56.18 |
| 2014-03-31 | $34k | 575 | 58.82 |
| 2013-12-31 | $1.4M | 27k | 50.34 |
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