Current Value of Holding

$2.59 Million

Shares

30.6 Thousand

% of Portfolio

0.03%

Average Buy Price

$73.3

Avg closing price
Price range

30 Joel Greenblatt Charles Schwab Trades

Joel Greenblatt's position in Charles Schwab is currently worth $2.59 Million. That's 0.03% of their equity portfolio (611th largest holding). The first Charles Schwab trade was made in Q3 2016. Since then Joel Greenblatt bought shares sixteen more times and sold shares on thirteen occasions. The stake costed the investor $2.24 Million, netting the investor a gain of 15% so far.

Avg closing price
Price range
Increased shares by 2.4% (+718 shares) Q4 2024
Avg closing price $74.94
Price range $63.35 - $82.85
Increased shares by 14.0% (+3.68 Thousand shares) Q3 2024
Avg closing price $65.81
Price range $61.74 - $76.08
Increased shares by 0.8% (+217 shares) Q2 2024
Avg closing price $73.87
Price range $70.03 - $78.90
Increased shares by 2.3% (+586 shares) Q1 2024
Avg closing price $65.86
Price range $61.89 - $72.38
Sold 2.3% shares (-605 shares) Q4 2023
Avg closing price $57.75
Price range $49.33 - $70.98
Sold 0.7% shares (-172 shares) Q3 2023
Avg closing price $60.44
Price range $54.20 - $67.94
Sold 16.3% shares (-5.09 Thousand shares) Q2 2023
Avg closing price $52.38
Price range $47.37 - $57.14
Sold 37.9% shares (-19.1 Thousand shares) Q1 2023
Avg closing price $73.23
Price range $51.91 - $85.62
Increased shares by 0.3% (+159 shares) Q4 2022
Avg closing price $77.61
Price range $67.43 - $83.26
Increased shares by 102.4% (+25.4 Thousand shares) Q3 2022
Avg closing price $69.43
Price range $60.57 - $77.18
Sold 16.5% shares (-4.9 Thousand shares) Q2 2022
Avg closing price $68.96
Price range $59.99 - $83.83
Increased shares by 88.6% (+14 Thousand shares) Q1 2022
Avg closing price $87.96
Price range $75.69 - $95.53
Sold 15.5% shares (-2.88 Thousand shares) Q4 2021
Avg closing price $80.89
Price range $73.23 - $85.82
Sold 37.6% shares (-11.2 Thousand shares) Q3 2021
Avg closing price $71.42
Price range $66.68 - $77.38
New holding (+29.8 Thousand shares) Q2 2021
Avg closing price $70.77
Price range $63.69 - $76.01
Sold -11 Thousand shares Q1 2020
Avg closing price $41.97
Price range $28.43 - $49.00
Increased shares by 3.4% (+363 shares) Q4 2019
Avg closing price $44.08
Price range $35.10 - $51.07
Sold 81.8% shares (-47.8 Thousand shares) Q3 2019
Avg closing price $40.36
Price range $36.12 - $44.28
Sold 26.5% shares (-21.1 Thousand shares) Q2 2019
Avg closing price $43.58
Price range $39.15 - $46.26
Increased shares by 85.4% (+36.6 Thousand shares) Q1 2019
Avg closing price $45.15
Price range $40.72 - $47.98

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