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

Morgan Stanley’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260M Buy
8,847,214
+241,000
+3% +$6.88M 0.01% 865
2026
Q1 		$221M Buy
8,606,214
+2,599,616
+43% +$69.7M 0.01% 898
2025
Q4 		$162M Buy
6,006,598
+310,042
+5% +$8.28M 0.01% 1078
2025
Q3 		$150M Buy
5,696,556
+96,184
+2% +$2.44M 0.01% 1104
2025
Q2 		$137M Sell
5,600,372
-575,942
-9% -$13M 0.01% 1110
2025
Q1 		$136M Buy
6,176,314
+5,645
+0.1% +$131K 0.01% 1054
2024
Q4 		$143M Buy
6,170,669
+626,387
+11% +$14.6M 0.01% 1009
2024
Q3 		$125M Buy
5,544,282
+58,872
+1% +$1.28M 0.01% 1076
2024
Q2 		$117M Buy
5,485,410
+98,877
+2% +$2.04M 0.01% 1078
2024
Q1 		$111M Buy
5,386,533
+226,593
+4% +$4.46M 0.01% 1108
2023
Q4 		$97M Buy
5,159,940
+333,912
+7% +$5.86M 0.01% 1172
2023
Q3 		$81.4M Buy
4,826,028
+1,911,339
+66% +$33.5M 0.01% 1196
2023
Q2 		$50.9M Sell
2,914,689
-29,721
-1% -$491K 0.01% 1561
2023
Q1 		$47.5M Buy
2,944,410
+16,986
+0.6% +$267K 0.01% 1582
2022
Q4 		$44.1M Sell
2,927,424
-457,617
-14% -$6.93M 0.01% 1604
2022
Q3 		$47.8M Buy
3,385,041
+581,766
+21% +$9.13M 0.01% 1348
2022
Q2 		$41.7M Sell
2,803,275
-6,543
-0.2% -$106K 0.01% 1525
2022
Q1 		$50.4M Buy
2,809,818
+348,324
+14% +$6.17M 0.01% 1302
2021
Q4 		$46.7M Buy
2,461,494
+89,994
+4% +$1.66M 0.01% 1386
2021
Q3 		$41.1M Buy
2,371,500
+54,312
+2% +$969K 0.01% 1428
2021
Q2 		$40.2M Buy
2,317,188
+85,032
+4% +$1.43M 0.01% 1487
2021
Q1 		$35.7M Buy
2,232,156
+54,198
+2% +$849K 0.01% 1429
2020
Q4 		$33M Buy
2,177,958
+210,642
+11% +$3.01M 0.01% 1406
2020
Q3 		$26.4M Buy
1,967,316
+229,956
+13% +$3.06M 0.01% 1277
2020
Q2 		$21.5M Buy
1,737,360
+529,518
+44% +$6.17M ﹤0.01% 1346
2020
Q1 		$12.3M Sell
1,207,842
-711,876
-37% -$8.65M ﹤0.01% 1626
2019
Q4 		$24.6M Sell
1,919,718
-780,150
-29% -$9.56M 0.01% 1480
2019
Q3 		$31.9M Buy
2,699,868
+812,334
+43% +$9.57M 0.01% 1135
2019
Q2 		$22.1M Sell
1,887,534
-285,168
-13% -$3.28M 0.01% 1405
2019
Q1 		$24.5M Buy
2,172,702
+658,320
+43% +$7.13M 0.01% 1307
2018
Q4 		$15.1M Buy
1,514,382
+240,852
+19% +$2.58M ﹤0.01% 1718
2018
Q3 		$14.8M Buy
1,273,530
+148,896
+13% +$1.69M ﹤0.01% 1990
2018
Q2 		$12.2M Buy
1,124,634
+117,210
+12% +$1.26M ﹤0.01% 2145
2018
Q1 		$10.6M Buy
1,007,424
+259,668
+35% +$2.82M ﹤0.01% 2287
2017
Q4 		$7.95M Sell
747,756
-6,498
-0.9% -$67.3K ﹤0.01% 2628
2017
Q3 		$7.55M Buy
754,254
+36,162
+5% +$355K ﹤0.01% 2560
2017
Q2 		$6.92M Sell
718,092
-14,844
-2% -$142K ﹤0.01% 2521
2017
Q1 		$6.87M Buy
732,936
+171,000
+30% +$1.58M ﹤0.01% 2549
2016
Q4 		$4.99M Buy
561,936
+37,512
+7% +$326K ﹤0.01% 2996
2016
Q3 		$4.51M Buy
524,424
+188,112
+56% +$1.61M ﹤0.01% 2754
2016
Q2 		$2.79M Sell
336,312
-15,612
-4% -$128K ﹤0.01% 3143
2016
Q1 		$2.87M Sell
351,924
-585,990
-62% -$4.52M ﹤0.01% 3047
2015
Q4 		$7.59M Sell
937,914
-470,460
-33% -$3.84M ﹤0.01% 2250
2015
Q3 		$10.7M Buy
1,408,374
+962,958
+216% +$7.79M ﹤0.01% 1882
2015
Q2 		$3.66M Sell
445,416
-203,034
-31% -$1.7M ﹤0.01% 3070
2015
Q1 		$5.36M Buy
648,450
+222,876
+52% +$1.84M ﹤0.01% 2684
2014
Q4 		$3.48M Buy
425,574
+30,984
+8% +$248K ﹤0.01% 3065
2014
Q3 		$3.09M Sell
394,590
-1,711,416
-81% -$13.5M ﹤0.01% 3080
2014
Q2 		$16.4M Sell
2,106,006
-98,760
-4% -$748K 0.01% 1594
2014
Q1 		$16.4M Buy
2,204,766
+31,458
+1% +$230K 0.01% 1535
2013
Q4 		$16M Buy
2,173,308
+127,038
+6% +$895K 0.01% 1545
2013
Q3 		$13.7M Buy
2,046,270
+152,562
+8% +$1.02M 0.01% 1522
2013
Q2 		$12.1M Buy
+1,893,708
New +$12.1M 0.01% 1558

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Morgan Stanley's SCHX Position: Q2 2026 in Review

Morgan Stanley increased its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q2 2026, buying an estimated $6.88M and bringing the position to 8,847,214 shares worth $260M. The position accounts for 0.01% of the portfolio, ranked #865.

Morgan Stanley first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Morgan Stanley held 8,847,214 shares of Schwab US Large- Cap ETF worth $260M as of Q2 2026.
  • Morgan Stanley bought 241,000 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.88M.
  • Schwab US Large- Cap ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #865 holding.
  • Morgan Stanley first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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