Charles Schwab Trust’s Morgan Stanley MS Stock Holding History

Charles Schwab Trust’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.24M	Buy
2025 Q2	$1.09M	Hold
2025 Q1	$901K	Hold
2024 Q4	$971K	Buy
2024 Q3	$756K	Sell
2024 Q2	$708K	Buy
2024 Q1	$667K	Sell
2023 Q4	$705K	Sell
2023 Q3	$688K	Buy