Joel Greenblatt's SCHW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 45,911 shares of The Charles Schwab Corporation (SCHW) worth $4.59 M, representing 0.02% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 36,640 shares. Largest reduction occurred in Q3 2019, reducing 47,808 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,129 | Reduce 2.40% | 45,911 | $99.91 |
| Q3 2025 | +7,897 | Add 20.17% | 47,040 | $95.47 |
| Q2 2025 | +7,983 | Add 25.62% | 39,143 | $91.24 |
| Q1 2025 | +547 | Add 1.79% | 31,160 | $78.28 |
| Q4 2024 | +718 | Add 2.40% | 30,613 | $74.01 |
| Q3 2024 | +3,677 | Add 14.02% | 29,895 | $64.81 |
| Q2 2024 | +217 | Add 0.83% | 26,218 | $73.69 |
| Q1 2024 | +586 | Add 2.31% | 26,001 | $72.34 |
| Q4 2023 | -605 | Reduce 2.33% | 25,415 | $68.80 |
| Q3 2023 | -172 | Reduce 0.66% | 26,020 | $54.90 |
| Q2 2023 | -5,092 | Reduce 16.28% | 26,192 | $56.68 |
| Q1 2023 | -19,111 | Reduce 37.92% | 31,284 | $52.38 |
| Q4 2022 | +159 | Add 0.32% | 50,395 | $83.26 |
| Q3 2022 | +25,415 | Add 102.39% | 50,236 | $71.86 |
| Q2 2022 | -4,895 | Reduce 16.47% | 24,821 | $63.17 |
| Q1 2022 | +13,962 | Add 88.63% | 29,716 | $84.30 |
| Q4 2021 | -2,884 | Reduce 15.47% | 15,754 | $84.11 |
| Q3 2021 | -11,211 | Reduce 37.56% | 18,638 | $72.86 |
| Q2 2021 | +29,849 | New Buy | 29,849 | $72.80 |
| Q1 2020 | -11,028 | Sold Out | 0 | $0.00 |
| Q4 2019 | +363 | Add 3.40% | 11,028 | $47.52 |
| Q3 2019 | -47,808 | Reduce 81.76% | 10,665 | $41.82 |
| Q2 2019 | -21,057 | Reduce 26.48% | 58,473 | $40.19 |
| Q1 2019 | +36,640 | Add 85.43% | 79,530 | $42.76 |
| Q4 2018 | +29,644 | Add 223.80% | 42,890 | $41.52 |
| Q3 2018 | -17,850 | Reduce 57.40% | 13,246 | $49.15 |
| Q2 2018 | +5,863 | Add 23.24% | 31,096 | $51.10 |
| Q1 2018 | +6,682 | Add 36.02% | 25,233 | $52.23 |
| Q4 2017 | +1,374 | Add 8.00% | 18,551 | $51.37 |
| Q3 2017 | -10,751 | Reduce 38.50% | 17,177 | $43.72 |
| Q2 2017 | -20,933 | Reduce 42.84% | 27,928 | $42.97 |
| Q1 2017 | +18,693 | Add 61.96% | 48,861 | $40.81 |
| Q4 2016 | +7,346 | Add 32.19% | 30,168 | $39.48 |
| Q3 2016 | +22,822 | New Buy | 22,822 | $31.55 |
Joel Greenblatt's The Charles Schwab Corporation Investment FAQs
Joel Greenblatt first purchased The Charles Schwab Corporation (SCHW) in Q3 2016, acquiring 22,822 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 The Charles Schwab Corporation (SCHW) for 34 quarters since Q3 2016.
Joel Greenblatt's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2019, adding 79,530 shares worth $3.4 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 45,911 shares of The Charles Schwab Corporation (SCHW), valued at approximately $4.59 M.
As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) 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 The Charles Schwab Corporation (SCHW) was 79,530 shares, as reported at the end of Q1 2019.