Joel Greenblatt's SCHH Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 99,058 shares of Schwab U.S. REIT ETF (SCHH) worth $2.13 M, representing 0.01% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SCHH for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q1 2026, reducing 16,951 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Schwab US REIT ETF (SCHH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US REIT ETF (SCHH) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -16,951 | Reduce 14.61% | 99,058 | $21.49 |
| Q3 2025 | +116,009 | New Buy | 116,009 | $21.57 |
Joel Greenblatt's Schwab US REIT ETF Investment FAQs
Joel Greenblatt first purchased Schwab U.S. REIT ETF (SCHH) in Q3 2025, acquiring 116,009 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. REIT ETF (SCHH) for 3 quarters since Q3 2025.
Joel Greenblatt's largest addition to Schwab U.S. REIT ETF (SCHH) was in Q3 2025, adding 116,009 shares worth $2.5 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 99,058 shares of Schwab U.S. REIT ETF (SCHH), valued at approximately $2.13 M.
As of the Q1 2026 filing, Schwab U.S. REIT ETF (SCHH) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Schwab U.S. REIT ETF (SCHH) was 116,009 shares, as reported at the end of Q3 2025.