Charles Schwab · MS Holdings Trend
Morgan Stanley · SEC 13F
Charles Schwab Holdings of MS by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 10.9M | $1.0B | — |
| 2024Q2 | 11.0M | $1.1B | +5.5% |
| 2024Q3 | 11.0M | $1.1B | +7.4% |
| 2024Q4 | 11.0M | $1.4B | +21.1% |
| 2025Q1 | 11.0M | $1.3B | -7.8% |
| 2025Q2 | 11.0M | $1.5B | +21.0% |
| 2025Q3 | 21.6M | $3.0B | +92.3% |
| 2025Q4 | 9.9M | $1.8B | -41.2% |
| 2026Q1 | 10.0M | $1.6B | -6.1% |
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Data source: SEC EDGAR Form 13F