Morgan Stanley
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Morgan Stanley’s Schwab Core Bond ETF SCCR Stock Holding History

Morgan Stanley’s Portfolio SCCR Stock Details SCCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.1K Buy
1,567
+462
+42% +$11.8K ﹤0.01% 6582
2026
Q1 		$28.4K Buy
1,105
+825
+295% +$21.3K ﹤0.01% 6607
2025
Q4 		$7.24K Buy
+280
New +$7.26K ﹤0.01% 6969

Other funds holding SCCR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $151M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Morgan Stanley's SCCR Position: Q2 2026 in Review

Morgan Stanley increased its Schwab Core Bond ETF (SCCR) stake by 42% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,567 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6582.

Morgan Stanley first reported a position in SCCR in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

  • Morgan Stanley held 1,567 shares of Schwab Core Bond ETF worth $40.1K as of Q2 2026.
  • Morgan Stanley bought 462 Schwab Core Bond ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab Core Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6582 holding.
  • Morgan Stanley first reported a position in Schwab Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.