Thesis Change · Q1 2026
Joel Greenblatt's SCHW decision trail.
The reported action reversed direction. The latest material decision moved from add in Q4 2025 to trim in Q1 2026.
Latest snapshot: 2026-03-31 · filed 2026-05-15 · 45 days after quarter end. A position pattern does not establish the manager's thesis.
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- Pattern
- reversal
- Change signal
- 65
- Decisions observed
- 5
The reported sequence
Newest first. Every material action links to its original filing.
- Q1 2026TRIM-46.1%
0.3% of reported portfolio · filed 2026-05-15
+15.2% vs SPY · 63 sessions after disclosure
- Q4 2025ADD+21.2%
0.3% of reported portfolio · filed 2026-02-17
-10.7% vs SPY · 63 sessions after disclosure
- Q2 2025TRIM-95.3%
1.6% of reported portfolio · filed 2025-08-14
-4.8% vs SPY · 63 sessions after disclosure
- Q1 2025ADD+879.8%
1.6% of reported portfolio · filed 2025-05-15
+0.1% vs SPY · 63 sessions after disclosure
- Q4 2024ADD+22.3%
0.1% of reported portfolio · filed 2025-02-14
+11.7% vs SPY · 63 sessions after disclosure
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Form 13F reports do not state an investor's thesis, transaction date, or execution price. This page labels the observable position pattern only and starts outcome evidence after public disclosure.