Charles Schwab
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Charles Schwab’s Grove Collaborative GROV Stock Holding History

Charles Schwab’s Portfolio GROV Stock Details GROV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,520
Closed -$41.2K – 3523
2025
Q1 		$41.2K Hold
30,520
– – ﹤0.01% 3420
2024
Q4 		$42.4K Hold
30,520
– – ﹤0.01% 3450
2024
Q3 		$41.2K Hold
30,520
– – ﹤0.01% 3433
2024
Q2 		$54K Hold
30,520
– – ﹤0.01% 3507
2024
Q1 		$51K Hold
30,520
– – ﹤0.01% 3368
2023
Q4 		$54K Hold
30,520
– – ﹤0.01% 3397
2023
Q3 		$81.2K Buy
+30,520
New +$77.4K ﹤0.01% 3371
2022
Q4 		– Sell
-3,468
Closed -$39K – 3551
2022
Q3 		$39K Buy
+3,468
New +$84.8K ﹤0.01% 3390

Other funds holding GROV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab's GROV Position: Q2 2025 in Review

Charles Schwab sold out of Grove Collaborative (GROV) in Q2 2025, closing a stake of 30,520 shares — an estimated $41.2K sold.

Charles Schwab first reported a position in GROV in Q3 2022 and held it in 8 quarters. The position peaked at $81.2K in Q3 2023. 31 funds tracked by Wall St. Rank hold GROV as of Q2 2025.

  • Charles Schwab reported no remaining Grove Collaborative position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 30,520 Grove Collaborative shares in Q2 2025, an estimated $41.2K.
  • Charles Schwab first reported a position in Grove Collaborative in Q3 2022 and held it in 8 quarters.
  • Charles Schwab's Grove Collaborative position peaked at $81.2K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Grove Collaborative as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.