Joel Greenblatt's SCHM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,989 shares of Schwab U.S. Mid-Cap ETF (SCHM) worth $220,814, representing 0.00% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SCHM, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Schwab US Mid-Cap ETF (SCHM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Mid-Cap ETF (SCHM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +5,989 | New Buy | 5,989 | $36.87 |
Joel Greenblatt's Schwab US Mid-Cap ETF Investment FAQs
Joel Greenblatt first purchased Schwab U.S. Mid-Cap ETF (SCHM) in Q2 2026, acquiring 5,989 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. Mid-Cap ETF (SCHM) for 1 quarters since Q2 2026.
Joel Greenblatt's largest addition to Schwab U.S. Mid-Cap ETF (SCHM) was in Q2 2026, adding 5,989 shares worth $220,814.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,989 shares of Schwab U.S. Mid-Cap ETF (SCHM), valued at approximately $220,814.
As of the Q2 2026 filing, Schwab U.S. Mid-Cap ETF (SCHM) 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. Mid-Cap ETF (SCHM) was 5,989 shares, as reported at the end of Q2 2026.