Joel Greenblatt’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Joel Greenblatt’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.7M	Buy	558,773 +381,378	+215%	+$12.1M	0.04%	616
2026 Q1	$5.44M	Buy	177,395 +139,006	+362%	+$4.22M	0.02%	846
2025 Q4	$1.05M	Hold	38,389	–	–	﹤0.01%	1242
2025 Q3	$1.05M	Buy	+38,389	New	+$1.05M	﹤0.01%	1190
2023 Q2	–	Sell	-14,691	Closed	-$358K	–	1408
2023 Q1	$358K	Buy	14,691 +6,399	+77%	+$160K	0.01%	1074
2022 Q4	$209K	Buy	+8,292	New	+$205K	0.01%	1126

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Joel Greenblatt's SCHD Position: Q2 2026 in Review

Joel Greenblatt increased its Schwab US Dividend Equity ETF (SCHD) stake by 215% in Q2 2026, buying an estimated $12.1M and bringing the position to 558,773 shares worth $17.7M. The position accounts for 0.04% of the portfolio, ranked #616.

Joel Greenblatt first reported a position in SCHD in Q4 2022 and has held it in 6 quarters since. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Joel Greenblatt held 558,773 shares of Schwab US Dividend Equity ETF worth $17.7M as of Q2 2026.
Joel Greenblatt bought 381,378 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $12.1M.
Schwab US Dividend Equity ETF made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #616 holding.
Joel Greenblatt first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 6 quarters since.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.