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Morgan Stanley · SCHW Holdings Trend

Charles Schwab Corporation · SEC 13F

Morgan Stanley Holdings of SCHW by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q132.7M$2.4B
2024Q298.8M$7.2B+197.2%
2024Q369.2M$4.9B-32.5%
2024Q483.5M$4.7B-3.3%
2025Q224.1M$2.2B-53.3%
2025Q423.6M$2.3B+6.0%

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Data source: SEC EDGAR Form 13F