Joel Greenblatt's SCHG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 16,000 shares of Schwab U.S. Large-Cap Growth ETF (SCHG) worth $510,560, representing 0.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SCHG, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Schwab US Large-Cap Growth ETF (SCHG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Large-Cap Growth ETF (SCHG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +16,000 | New Buy | 16,000 | $29.21 |
Joel Greenblatt's Schwab US Large-Cap Growth ETF Investment FAQs
Joel Greenblatt first purchased Schwab U.S. Large-Cap Growth ETF (SCHG) in Q2 2025, acquiring 16,000 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. Large-Cap Growth ETF (SCHG) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Schwab U.S. Large-Cap Growth ETF (SCHG) was in Q2 2025, adding 16,000 shares worth $467,360. 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 16,000 shares of Schwab U.S. Large-Cap Growth ETF (SCHG), valued at approximately $510,560. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Schwab U.S. Large-Cap Growth ETF (SCHG) 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 U.S. Large-Cap Growth ETF (SCHG) was 16,000 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.