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GCM Grosvenor Holdings, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GCM Grosvenor Holdings, LLC on SCHW, newest first. How the timeline and the estimate are built.

GCM Grosvenor Holdings, LLC held 101,819 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,819 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $9,394,839.

    13F-HR 0000921895-26-002151 filed by GCM Grosvenor Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,819 shares
    Change vs previous 13F -37,526 shares

    1.06% of the 13F portfolio, value $9,568,950.

    13F-HR 0000921895-26-001372 filed by GCM Grosvenor Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 139,345 shares
    Change vs previous 13F -3,911 shares

    1.98% of the 13F portfolio, value $13,921,959.

    13F-HR 0000921895-26-000433 filed by GCM Grosvenor Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 143,256 shares
    Change vs previous 13F -49,577 shares

    2.08% of the 13F portfolio, value $13,676,650.

    13F-HR 0000921895-25-003075 filed by GCM Grosvenor Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 192,833 shares
    Change vs previous 13F -18,167 shares

    2.52% of the 13F portfolio, value $17,594,083.

    13F-HR 0000921895-25-002271 filed by GCM Grosvenor Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 211,000 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $16,517,080.

    13F-HR 0000921895-25-001515 filed by GCM Grosvenor Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).