Joel Greenblatt's SCHD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 177,395 shares of Schwab US Dividend Equity ETF (SCHD) worth $5.44 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SCHD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 139,006 shares. Largest reduction occurred in Q2 2023, reducing 4,897 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +139,006 | Add 362.10% | 177,395 | $30.68 |
| Q3 2025 | +38,389 | New Buy | 38,389 | $27.30 |
| Q2 2023 | -4,897 | Sold Out | 0 | $0.00 |
| Q1 2023 | +2,133 | Add 77.17% | 4,897 | $73.16 |
| Q4 2022 | +2,764 | New Buy | 2,764 | $75.54 |
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 6 quarters since Q4 2022.
Joel Greenblatt's largest addition to Schwab US Dividend Equity ETF (SCHD) was in Q1 2026, adding 177,395 shares worth $5.44 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 177,395 shares of Schwab US Dividend Equity ETF (SCHD), valued at approximately $5.44 M.
As of the Q1 2026 filing, Schwab US Dividend Equity ETF (SCHD) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Schwab US Dividend Equity ETF (SCHD) was 177,395 shares, as reported at the end of Q1 2026.