GCM Grosvenor Holdings’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.6M Sell
192,833
-18,167
-9% -$1.66M 2.52% 4
2025
Q1
$16.5M Buy
+211,000
New +$16.5M 2.56% 5