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 $521,920, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SCHG for several quarters, showing initial confidence in the investment.
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
| Report Date | 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 3 quarters since Q2 2025.
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.
According to the latest 13F filing for Q4 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 $521,920.
As of the Q4 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.
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.