Joel Greenblatt's SCHD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 38,389 shares of Schwab US Dividend Equity ETF (SCHD) worth $1.05 M, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SCHD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 33,492 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Schwab US Dividend Equity ETF (SCHD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Dividend Equity ETF (SCHD) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +2,764 | New Buy | 2,764 | $75.54 |
| Q1 2023 | +2,133 | Add 77.17% | 4,897 | $73.16 |
| Q2 2023 | -4,897 | Sold Out | 4,897 | $0.00 |
| Q3 2025 | +38,389 | New Buy | 38,389 | $27.30 |
Joel Greenblatt's Schwab US Dividend Equity ETF Investment FAQs
Joel Greenblatt first purchased Schwab US Dividend Equity ETF (SCHD) in Q4 2022, acquiring 2,764 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 US Dividend Equity ETF (SCHD) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Schwab US Dividend Equity ETF (SCHD) was in Q3 2025, adding 38,389 shares worth $1.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 38,389 shares of Schwab US Dividend Equity ETF (SCHD), valued at approximately $1.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Schwab US Dividend Equity ETF (SCHD) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Schwab US Dividend Equity ETF (SCHD) was 38,389 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.