Joel Greenblatt - Gotham Asset Management
Holding/activity history for Schwab U.S. Large-Cap Growth ETF (SCHG)
← All SCHG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 8,000 | <0.01 | Reduce 50.00% | <0.01 | $27.96–33.14 · VW $30.52i | $233,040 | SEC |
| 2025 Q4 | 16,000 | <0.01 | $32.62 | $521,920 | SEC | ||
| 2025 Q3 | 16,000 | <0.01 | $31.91 | $510,560 | SEC | ||
| 2025 Q2 | 16,000 | <0.01 | Buy | <0.01 | $21.37–29.28 · VW $25.92i | $467,360 | SEC |
Price snapshot:
Current price$34.37
Avg. buy price$29.21
+/- since buy17.67%
52-week low$27.93
52-week high$35.38