Morgan Stanley
SCHQ

Morgan Stanley’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Morgan Stanley’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.82M Sell
312,529
-161,461
-34% -$5.15M ﹤0.01% 3579
2025
Q4 		$15M Sell
473,990
-139,510
-23% -$4.51M ﹤0.01% 3201
2025
Q3 		$19.8M Buy
613,500
+267,484
+77% +$8.47M ﹤0.01% 2901
2025
Q2 		$11M Buy
346,016
+26,811
+8% +$845K ﹤0.01% 3345
2025
Q1 		$10.5M Buy
319,205
+108,997
+52% +$3.49M ﹤0.01% 3298
2024
Q4 		$6.61M Buy
210,208
+182,460
+658% +$6.01M ﹤0.01% 3759
2024
Q3 		$971K Sell
27,748
-20,815
-43% -$715K ﹤0.01% 5059
2024
Q2 		$1.59M Sell
48,563
-898
-2% -$29.2K ﹤0.01% 4694
2024
Q1 		$1.67M Buy
49,461
+1,737
+4% +$58.5K ﹤0.01% 4685
2023
Q4 		$1.67M Buy
47,724
+45,980
+2,636% +$1.48M ﹤0.01% 5017
2023
Q3 		$55.3K Buy
1,744
+1,644
+1,644% +$56.1K ﹤0.01% 6127
2023
Q2 		$3.63K Sell
100
-50,593
-100% -$1.85M ﹤0.01% 7053
2023
Q1 		$1.9M Buy
50,693
+48,818
+2,604% +$1.8M ﹤0.01% 4490
2022
Q4 		$66.1K Buy
1,875
+1,775
+1,775% +$63.1K ﹤0.01% 6165
2022
Q3 		$4K Hold
100
– – ﹤0.01% 7318
2022
Q2 		$4K Sell
100
-100
-50% -$4.11K ﹤0.01% 7460
2022
Q1 		$9K Buy
+200
New +$9.57K ﹤0.01% 7444
2020
Q4 		– Sell
-13
Closed -$1K – 7103
2020
Q3 		$1K Buy
+13
New +$749 ﹤0.01% 6666

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley's SCHQ Position: Q1 2026 in Review

Morgan Stanley reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 34% in Q1 2026, selling an estimated $5.15M and leaving 312,529 shares worth $9.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

Morgan Stanley first reported a position in SCHQ in Q3 2020 and has held it in 18 quarters since. The position peaked at $19.8M in Q3 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Morgan Stanley held 312,529 shares of Schwab Long-Term US Treasury ETF worth $9.82M as of Q1 2026.
  • Morgan Stanley sold 161,461 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $5.15M.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3579 holding.
  • Morgan Stanley first reported a position in Schwab Long-Term US Treasury ETF in Q3 2020 and has held it in 18 quarters since.
  • Morgan Stanley's Schwab Long-Term US Treasury ETF position peaked at $19.8M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

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