Morgan Stanley
SCHV

Morgan Stanley’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Morgan Stanley’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.6M Buy
3,035,400
+268,850
+10% +$8.38M 0.01% 1514
2025
Q4 		$81.9M Buy
2,766,550
+152,662
+6% +$4.46M ﹤0.01% 1618
2025
Q3 		$76.1M Buy
2,613,888
+39,741
+2% +$1.13M ﹤0.01% 1653
2025
Q2 		$71.2M Sell
2,574,147
-3,015
-0.1% -$79.2K ﹤0.01% 1601
2025
Q1 		$68.5M Buy
2,577,162
+190,614
+8% +$5.12M ﹤0.01% 1535
2024
Q4 		$62.2M Buy
2,386,548
+266,901
+13% +$7.21M ﹤0.01% 1633
2024
Q3 		$56.8M Buy
2,119,647
+105,423
+5% +$2.71M ﹤0.01% 1713
2024
Q2 		$49.7M Buy
2,014,224
+74,502
+4% +$1.84M ﹤0.01% 1763
2024
Q1 		$49.1M Sell
1,939,722
-2,193,930
-53% -$52.6M ﹤0.01% 1774
2023
Q4 		$96.6M Buy
4,133,652
+2,217,570
+116% +$48.5M ﹤0.01% 1759
2023
Q3 		$41.2M Sell
1,916,082
-63,192
-3% -$1.42M ﹤0.01% 1762
2023
Q2 		$44.3M Sell
1,979,274
-2,421
-0.1% -$52.9K ﹤0.01% 1680
2023
Q1 		$43.3M Sell
1,981,695
-329,010
-14% -$7.31M ﹤0.01% 1674
2022
Q4 		$50.9M Buy
2,310,705
+71,427
+3% +$1.55M 0.01% 1484
2022
Q3 		$43.7M Buy
2,239,278
+201,690
+10% +$4.34M 0.01% 1429
2022
Q2 		$42.4M Sell
2,037,588
-1,450,143
-42% -$32.5M 0.01% 1508
2022
Q1 		$83M Buy
3,487,731
+1,817,037
+109% +$43M 0.01% 988
2021
Q4 		$40.8M Buy
1,670,694
+22,686
+1% +$537K 0.01% 1499
2021
Q3 		$37.1M Buy
1,648,008
+72,174
+5% +$1.67M 0.01% 1512
2021
Q2 		$35.9M Sell
1,575,834
-15,345
-1% -$348K ﹤0.01% 1579
2021
Q1 		$34.6M Buy
1,591,179
+76,239
+5% +$1.59M 0.01% 1455
2020
Q4 		$30.1M Buy
1,514,940
+212,796
+16% +$3.98M ﹤0.01% 1468
2020
Q3 		$22.7M Sell
1,302,144
-37,863
-3% -$662K ﹤0.01% 1386
2020
Q2 		$22.4M Buy
1,340,007
+132,915
+11% +$2.17M 0.01% 1312
2020
Q1 		$17.8M Buy
1,207,092
+662,280
+122% +$12.1M ﹤0.01% 1356
2019
Q4 		$10.9M Buy
544,812
+120,456
+28% +$2.33M ﹤0.01% 2342
2019
Q3 		$8.03M Sell
424,356
-60,687
-13% -$1.14M ﹤0.01% 2356
2019
Q2 		$9.08M Sell
485,043
-756,051
-61% -$14M ﹤0.01% 2272
2019
Q1 		$22.6M Buy
1,241,094
+909,042
+274% +$16.1M 0.01% 1351
2018
Q4 		$5.46M Sell
332,052
-190,488
-36% -$3.37M ﹤0.01% 2807
2018
Q3 		$9.77M Sell
522,540
-9,147
-2% -$170K ﹤0.01% 2441
2018
Q2 		$9.41M Sell
531,687
-60,135
-10% -$1.07M ﹤0.01% 2447
2018
Q1 		$10.4M Buy
591,822
+260,049
+78% +$4.76M ﹤0.01% 2297
2017
Q4 		$6.05M Sell
331,773
-312,630
-49% -$5.56M ﹤0.01% 2900
2017
Q3 		$11.1M Sell
644,403
-21,489
-3% -$364K ﹤0.01% 2175
2017
Q2 		$11.1M Sell
665,892
-105,087
-14% -$1.75M ﹤0.01% 2077
2017
Q1 		$12.8M Sell
770,979
-266,103
-26% -$4.37M ﹤0.01% 1973
2016
Q4 		$16.6M Sell
1,037,082
-289,059
-22% -$4.48M 0.01% 1713
2016
Q3 		$20.1M Buy
1,326,141
+142,476
+12% +$2.17M 0.01% 1447
2016
Q2 		$17.7M Buy
1,183,665
+237,957
+25% +$3.48M 0.01% 1519
2016
Q1 		$13.6M Buy
945,708
+27,369
+3% +$375K 0.01% 1618
2015
Q4 		$13M Buy
918,339
+752,682
+454% +$10.7M ﹤0.01% 1760
2015
Q3 		$2.2M Buy
165,657
+86,907
+110% +$1.22M ﹤0.01% 3422
2015
Q2 		$1.13M Buy
78,750
+297
+0.4% +$4.37K ﹤0.01% 4104
2015
Q1 		$1.13M Sell
78,453
-101,784
-56% -$1.48M ﹤0.01% 4033
2014
Q4 		$2.65M Buy
180,237
+127,986
+245% +$1.85M ﹤0.01% 3306
2014
Q3 		$742K Sell
52,251
-68,889
-57% -$986K ﹤0.01% 4295
2014
Q2 		$1.73M Buy
121,140
+98,688
+440% +$1.38M ﹤0.01% 3607
2014
Q1 		$308K Buy
22,452
+5,829
+35% +$78.2K ﹤0.01% 4876
2013
Q4 		$226K Buy
+16,623
New +$217K ﹤0.01% 4967

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley's SCHV Position: Q1 2026 in Review

Morgan Stanley increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.7% in Q1 2026, buying an estimated $8.38M and bringing the position to 3,035,400 shares worth $92.6M. The position accounts for 0.01% of the portfolio, ranked #1514.

Morgan Stanley first reported a position in SCHV in Q4 2013 and has held it in 50 quarters since. The position peaked at $96.6M in Q4 2023. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Morgan Stanley held 3,035,400 shares of Schwab US Large-Cap Value ETF worth $92.6M as of Q1 2026.
  • Morgan Stanley bought 268,850 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $8.38M.
  • Schwab US Large-Cap Value ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1514 holding.
  • Morgan Stanley first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Schwab US Large-Cap Value ETF position peaked at $96.6M in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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