Joel Greenblatt's SCHA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,996 shares of Schwab U.S. Small-Cap ETF (SCHA) worth $256,206, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SCHA, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Schwab US Small-Cap ETF (SCHA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Small-Cap ETF (SCHA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +8,996 | New Buy | 8,996 | $28.48 |
Joel Greenblatt's Schwab US Small-Cap ETF Investment FAQs
Joel Greenblatt first purchased Schwab U.S. Small-Cap ETF (SCHA) in Q4 2025, acquiring 8,996 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Schwab U.S. Small-Cap ETF (SCHA) for 1 quarters since Q4 2025.
Joel Greenblatt's largest addition to Schwab U.S. Small-Cap ETF (SCHA) was in Q4 2025, adding 8,996 shares worth $256,206.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,996 shares of Schwab U.S. Small-Cap ETF (SCHA), valued at approximately $256,206.
As of the Q4 2025 filing, Schwab U.S. Small-Cap ETF (SCHA) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Schwab U.S. Small-Cap ETF (SCHA) was 8,996 shares, as reported at the end of Q4 2025.