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Bailard’s Scholastic SCHL Stock Holding History

Bailard’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
Q3 		– Sell
-15,500
Closed -$713K – 829
2026
Q2 		$713K Sell
15,500
-500
-3% -$20.5K 0.01% 441
2026
Q1 		$625K Buy
16,000
+6,200
+63% +$214K 0.01% 442
2025
Q4 		$290K Buy
+9,800
New +$281K 0.01% 570

Other funds holding SCHL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Bailard's SCHL Position: Q3 2026 in Review

Bailard sold out of Scholastic (SCHL) in Q3 2026, closing a stake of 15,500 shares — an estimated $713K sold.

Bailard first reported a position in SCHL in Q4 2025 and held it in 3 quarters. The position peaked at $713K in Q2 2026. 10 funds tracked by Wall St. Rank hold SCHL as of Q3 2026.

  • Bailard reported no remaining Scholastic position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 15,500 Scholastic shares in Q3 2026, an estimated $713K.
  • Bailard first reported a position in Scholastic in Q4 2025 and held it in 3 quarters.
  • Bailard's Scholastic position peaked at $713K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Scholastic as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.