AF
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Allworth Financial’s Scholastic SCHL Stock Holding History

Allworth Financial’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
2026
Q1 		$17K Buy
436
+65
+18% +$2.25K ﹤0.01% 3106
2025
Q4 		$11K Buy
371
+22
+6% +$631 ﹤0.01% 3204
2025
Q3 		$9.56K Buy
349
+194
+125% +$4.8K ﹤0.01% 3162
2025
Q2 		$3.25K Buy
+155
New +$2.82K ﹤0.01% 3491
2025
Q1 		– Sell
-35
Closed -$677 – 4162
2024
Q4 		$677 Buy
35
+25
+250% +$635 ﹤0.01% 3519
2024
Q3 		$321 Hold
10
– – ﹤0.01% 3517
2024
Q2 		$293 Hold
10
– – ﹤0.01% 3497
2024
Q1 		$378 Hold
10
– – ﹤0.01% 3358
2023
Q4 		$377 Hold
10
– – ﹤0.01% 3192
2023
Q3 		$382 Buy
+10
New +$415 ﹤0.01% 3106
2022
Q4 		– Sell
-297
Closed -$9K – 3173
2022
Q3 		$9K Buy
297
+291
+4,850% +$12.1K ﹤0.01% 1712
2022
Q2 		$0 Buy
+6
New +$222 ﹤0.01% 2758

Other funds holding SCHL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return