MORGAN STANLEY

Position in SCHW — Schwab Charles Corp

CIK 895421 NEW YORK, NY

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,103,161,122

+$32,411,264 QoQ

Shares Held

22,793,553

+3.4% QoQ

Ownership

1.32%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#13

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. SCHW ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,030,974	$7,110,916,164
2	SCHW	Schwab Charles Corp This page	22,793,553	$2,103,161,122
3	MS	Morgan Stanley	6,085,858	$1,272,187,752
4	HOOD	Robinhood Markets, Inc.	10,105,436	$1,013,373,115
5	CRCL	Circle Internet Group, Inc.	8,315,961	$520,828,628
6	IBKR	Interactive Brokers Group, Inc.	5,146,242	$447,928,898
7	HUT	Hut 8 Corp.	3,320,981	$383,390,646
8	IREN	IREN Ltd	7,257,285	$331,875,639

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,103,161,122	22,793,553	+3.4%	Shares	Defined	2026-08-13
2026-03-31	$2,070,749,858	22,033,942	-5.2%	Shares	Defined	2026-05-15
2025-12-31	$2,321,232,496	23,233,235	-6.0%	Shares	Defined	2026-05-27
2025-09-30	$2,360,610,493	24,726,202	+2.6%	Shares	Defined	2026-05-27
2025-06-30	$2,197,867,029	24,088,854	+12.4%	Shares	Defined	2025-08-15
2025-03-31	$1,677,674,171	21,431,709	-4.4%	Shares	Defined	2025-05-15
2024-12-31	$1,659,438,443	22,421,814	-1.5%	Shares	Defined	2025-05-15
2024-09-30	$1,475,390,502	22,764,859	-1.8%	Shares	Defined	2025-05-14
2024-06-30	$1,708,214,661	23,181,092	-0.5%	Shares	Defined	2025-05-14
2024-03-31	$1,684,734,715	23,289,117	-6.6%	Shares	Defined	2024-10-17
2023-12-31	$1,714,875,698	24,925,519	+10.2%	Shares	Defined	2024-08-16
2023-09-30	$1,241,965,247	22,622,318	-1.6%	Shares	Defined	2023-11-15
2023-06-30	$1,302,896,746	22,986,887	+2.6%	Shares	Defined	2023-08-14
2023-03-31	$1,173,971,193	22,412,585	+0.7%	Shares	Defined	2023-05-15
2022-12-31	$1,853,005,327	22,255,649	+62.5%	Shares	Defined	2023-02-14
2022-09-30	$984,062,720	13,692,260	+1.4%	Shares	Defined	2022-11-14
2022-06-30	$853,433,222	13,507,965	+87.4%	Shares	Defined	2022-10-27
2022-03-31	$607,724,434	7,208,213	+7.8%	Shares	Defined	2022-10-27
2021-12-31	$562,343,477	6,686,605	+4.2%	Shares	Defined	2022-02-14
2021-09-30	$467,372,319	6,416,424	-5.6%	Shares	Defined	2021-11-15
2021-06-30	$494,989,606	6,798,374	-14.8%	Shares	Defined	2021-08-23
2021-03-31	$519,831,418	7,975,321	+9.5%	Shares	Defined	2021-05-17
2020-12-31	$386,335,983	7,283,861	+16.0%	Shares	Defined	2021-02-16
2020-09-30	$227,473,420	6,278,593	+13.5%	Shares	Defined	2020-11-13
2020-06-30	$186,628,455	5,531,371	+0.7%	Shares	Defined	2020-08-14
2020-03-31	$184,693,517	5,493,561	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.