Morgan Stanley
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Morgan Stanley’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Morgan Stanley’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Sell
77,621
-50,759
-40% -$1.15M ﹤0.01% 4920
2026
Q1 		$2.91M Sell
128,380
-6,646
-5% -$152K ﹤0.01% 4490
2025
Q4 		$3.1M Buy
135,026
+88,209
+188% +$2.03M ﹤0.01% 4516
2025
Q3 		$1.08M Buy
46,817
+9,646
+26% +$220K ﹤0.01% 5136
2025
Q2 		$846K Sell
37,171
-3,518
-9% -$78.5K ﹤0.01% 5192
2025
Q1 		$914K Sell
40,689
-407
-1% -$9.05K ﹤0.01% 5042
2024
Q4 		$907K Buy
41,096
+4,356
+12% +$97.9K ﹤0.01% 5144
2024
Q3 		$848K Buy
36,740
+21,938
+148% +$497K ﹤0.01% 5136
2024
Q2 		$326K Buy
14,802
+9,782
+195% +$214K ﹤0.01% 5475
2024
Q1 		$112K Sell
5,020
-25,450
-84% -$565K ﹤0.01% 5942
2023
Q4 		$685K Buy
30,470
+6,264
+26% +$134K ﹤0.01% 5150
2023
Q3 		$511K Buy
24,206
+2,806
+13% +$60.7K ﹤0.01% 5161
2023
Q2 		$471K Buy
21,400
+21,330
+30,471% +$472K ﹤0.01% 5245
2023
Q1 		$1.56K Sell
70
-27,254
-100% -$601K ﹤0.01% 7282
2022
Q4 		$589K Buy
27,324
+19,604
+254% +$419K ﹤0.01% 5158
2022
Q3 		$162K Buy
7,720
+3,830
+98% +$85.4K ﹤0.01% 5828
2022
Q2 		$87K Buy
3,890
+1,268
+48% +$28.8K ﹤0.01% 6350
2022
Q1 		$63K Hold
2,622
– – ﹤0.01% 6591
2021
Q4 		$68K Hold
2,622
– – ﹤0.01% 6656
2021
Q3 		$68K Hold
2,622
– – ﹤0.01% 6577
2021
Q2 		$69K Buy
2,622
+1,272
+94% +$33.1K ﹤0.01% 6522
2021
Q1 		$35K Hold
1,350
– – ﹤0.01% 6517
2020
Q4 		$36K Sell
1,350
-142
-10% -$3.77K ﹤0.01% 6260
2020
Q3 		$39K Buy
1,492
+142
+11% +$3.76K ﹤0.01% 5813
2020
Q2 		$35K Hold
1,350
– – ﹤0.01% 5810
2020
Q1 		$32K Buy
+1,350
New +$33.7K ﹤0.01% 5641

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley's SCHI Position: Q2 2026 in Review

Morgan Stanley reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 40% in Q2 2026, selling an estimated $1.15M and leaving 77,621 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #4920.

Morgan Stanley first reported a position in SCHI in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.1M in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Morgan Stanley held 77,621 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.76M as of Q2 2026.
  • Morgan Stanley sold 50,759 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.15M.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4920 holding.
  • Morgan Stanley first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Morgan Stanley's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.1M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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