Joel Greenblatt - Gotham Asset Management
Holding/activity history for Schwab U.S. Dividend Equity ETF (SCHD)
← All SCHD superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 177,395 | 0.02 | Add 362.10% | 0.01 | $27.28–31.95 · VW $30.43i | $5,442,479 | SEC |
| 2025 Q4 | 38,389 | <0.01 | $27.43 | $1,053,010 | SEC | ||
| 2025 Q3 | 38,389 | <0.01 | Buy | <0.01 | $26.21–28.03 · VW $27.21i | $1,048,020 | SEC |
| 2023 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $23.04–24.74 · VW $23.84i | SEC | |
| 2023 Q1 | 14,691 | <0.01 | Add 77.17% | <0.01 | $23.22–26.08 · VW $24.95i | $358,265 | SEC |
| 2022 Q4 | 8,292 | <0.01 | Buy | <0.01 | $21.99–26.50 · VW $24.95i | $208,793 | SEC |
Price snapshot:
Current price$32.56
Avg. buy price$29.95
+/- since buy8.72%
52-week low$25.28
52-week high$32.72