Rothwell Investment Advisors, LLC’s Strategic Education STRA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio STRA Stock Details STRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.69K	Buy	+112	New	+$9.09K	﹤0.01%	800

Other funds holding STRA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rothwell Investment Advisors, LLC's STRA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Strategic Education (STRA) in Q3 2026: 112 shares worth $8.69K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings.

121 funds tracked by Wall St. Rank hold STRA as of Q3 2026.

Rothwell Investment Advisors, LLC held 112 shares of Strategic Education worth $8.69K as of Q3 2026.
Strategic Education was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Strategic Education made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #800 holding.
121 funds tracked by Wall St. Rank held Strategic Education as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.