Morgan Stanley
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Morgan Stanley’s Schwab 1000 Index ETF SCHK Stock Holding History

Morgan Stanley’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Buy
87,526
+1,895
+2% +$62.1K ﹤0.01% 4537
2025
Q4 		$2.81M Buy
85,631
+4,590
+6% +$149K ﹤0.01% 4577
2025
Q3 		$2.6M Sell
81,041
-145
-0.2% -$4.49K ﹤0.01% 4614
2025
Q2 		$2.42M Buy
81,186
+1,821
+2% +$50.2K ﹤0.01% 4579
2025
Q1 		$2.14M Buy
79,365
+748
+1% +$21.2K ﹤0.01% 4565
2024
Q4 		$2.23M Sell
78,617
-1,141
-1% -$32.5K ﹤0.01% 4618
2024
Q3 		$2.2M Buy
79,758
+1,424
+2% +$37.9K ﹤0.01% 4578
2024
Q2 		$2.05M Buy
78,334
+54,180
+224% +$1.37M ﹤0.01% 4545
2024
Q1 		$612K Sell
24,154
-18,030
-43% -$434K ﹤0.01% 5217
2023
Q4 		$972K Buy
42,184
+23,856
+130% +$513K ﹤0.01% 5309
2023
Q3 		$379K Sell
18,328
-186
-1% -$4K ﹤0.01% 5296
2023
Q2 		$396K Buy
18,514
+542
+3% +$11K ﹤0.01% 5329
2023
Q1 		$355K Buy
17,972
+3,944
+28% +$76.2K ﹤0.01% 5449
2022
Q4 		$259K Sell
14,028
-958
-6% -$17.8K ﹤0.01% 5562
2022
Q3 		$259K Sell
14,986
-1,318
-8% -$25.4K ﹤0.01% 5602
2022
Q2 		$297K Sell
16,304
-6,038
-27% -$120K ﹤0.01% 5690
2022
Q1 		$492K Sell
22,342
-10,148
-31% -$220K ﹤0.01% 5407
2021
Q4 		$757K Buy
32,490
+8,830
+37% +$200K ﹤0.01% 5273
2021
Q3 		$504K Buy
23,660
+4,306
+22% +$94.3K ﹤0.01% 5495
2021
Q2 		$413K Buy
19,354
+2,624
+16% +$54.4K ﹤0.01% 5641
2021
Q1 		$330K Buy
16,730
+3,760
+29% +$72.6K ﹤0.01% 5380
2020
Q4 		$242K Sell
12,970
-3,418
-21% -$60.2K ﹤0.01% 5497
2020
Q3 		$271K Buy
16,388
+2,586
+19% +$42.2K ﹤0.01% 4952
2020
Q2 		$210K Buy
13,802
+12,808
+1,289% +$183K ﹤0.01% 5054
2020
Q1 		$12K Hold
994
– – ﹤0.01% 5978
2019
Q4 		$16K Sell
994
-50
-5% -$756 ﹤0.01% 6155
2019
Q3 		$15K Buy
1,044
+994
+1,988% +$14.5K ﹤0.01% 6095
2019
Q2 		$1K Buy
+50
New +$709 ﹤0.01% 6569

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley's SCHK Position: Q1 2026 in Review

Morgan Stanley increased its Schwab 1000 Index ETF (SCHK) stake by 2.2% in Q1 2026, buying an estimated $62.1K and bringing the position to 87,526 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4537.

Morgan Stanley first reported a position in SCHK in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.81M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Morgan Stanley held 87,526 shares of Schwab 1000 Index ETF worth $2.74M as of Q1 2026.
  • Morgan Stanley bought 1,895 Schwab 1000 Index ETF shares in Q1 2026, an estimated $62.1K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4537 holding.
  • Morgan Stanley first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Schwab 1000 Index ETF position peaked at $2.81M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.