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Abound Wealth Management’s Scholastic SCHL Stock Holding History

Abound Wealth Management’s Portfolio SCHL Stock Details SCHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$264 – 1288
2024
Q1 		$264 Hold
7
– – ﹤0.01% 1184
2023
Q4 		$264 Hold
7
– – ﹤0.01% 1213
2023
Q3 		$267 Hold
7
– – ﹤0.01% 1054
2023
Q2 		$273 Buy
+7
New +$272 ﹤0.01% 1092

Other funds holding SCHL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Abound Wealth Management's SCHL Position: Q2 2024 in Review

Abound Wealth Management sold out of Scholastic (SCHL) in Q2 2024, closing a stake of 7 shares — an estimated $264 sold.

Abound Wealth Management first reported a position in SCHL in Q2 2023 and held it in 4 quarters. The position peaked at $273 in Q2 2023. 189 funds tracked by Wall St. Rank hold SCHL as of Q2 2024.

  • Abound Wealth Management reported no remaining Scholastic position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 7 Scholastic shares in Q2 2024, an estimated $264.
  • Abound Wealth Management first reported a position in Scholastic in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Scholastic position peaked at $273 in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Scholastic as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.