Schwab Dividend Equity Fund MS Holdings History
Schwab Dividend Equity Fund's Morgan Stanley Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 155,000.00 shares of Morgan Stanley(MS), totaling $17.89 Mil. This investment constitutes 3.48% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.01% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2021Q4. And since then Schwab Dividend Equity Fund has made 2 purchases of MS, at an average price of $99.67, for a total of 166,940.00 shares. In addition, there have been 2 sales at an average price of $117.97 for 11,940.00 shares. Based on historical transaction data and MS's current price of $142.50, Schwab Dividend Equity Fund's estimated gain on his MS holdings is $6.86 Mil, reflecting a 41.22% gain to date.
Schwab Dividend Equity Fund MS ($142.50) Holding Chart
Schwab Dividend Equity Fund MS ($142.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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