Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Scholastic SCHL Stock Holding History

Carson Wealth (CWM LLC)’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 		$740K Buy
18,935
+827
+5% +$28.6K ﹤0.01% 1741
2025
Q4 		$537K Sell
18,108
-137
-0.8% -$3.93K ﹤0.01% 1876
2025
Q3 		$500K Buy
18,245
+7,638
+72% +$189K ﹤0.01% 1801
2025
Q2 		$223K Buy
10,607
+6,413
+153% +$117K ﹤0.01% 2079
2025
Q1 		$79K Buy
4,194
+3,505
+509% +$70.1K ﹤0.01% 2620
2024
Q4 		$15K Buy
689
+560
+434% +$14.2K ﹤0.01% 3638
2024
Q3 		$4K Sell
129
-44
-25% -$1.41K ﹤0.01% 4211
2024
Q2 		$6K Sell
173
-80
-32% -$2.86K ﹤0.01% 3805
2024
Q1 		$10K Buy
253
+185
+272% +$7.1K ﹤0.01% 3351
2023
Q4 		$3K Sell
68
-60
-47% -$2.29K ﹤0.01% 3737
2023
Q3 		$5K Hold
128
– – ﹤0.01% 3487
2023
Q2 		$5K Buy
128
+27
+27% +$1.05K ﹤0.01% 3465
2023
Q1 		$3K Hold
101
– – ﹤0.01% 3560
2022
Q4 		$4K Buy
101
+38
+60% +$1.41K ﹤0.01% 3326
2022
Q3 		$2K Buy
63
+49
+350% +$2.04K ﹤0.01% 3532
2022
Q2 		$1K Sell
14
-5
-26% -$185 ﹤0.01% 3628
2022
Q1 		$1K Buy
19
+14
+280% +$579 ﹤0.01% 3405
2021
Q4 		$0 Buy
+5
New +$189 ﹤0.01% 3631

Other funds holding SCHL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCHL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Scholastic (SCHL) stake by 4.6% in Q1 2026, buying an estimated $28.6K and bringing the position to 18,935 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Carson Wealth (CWM LLC) first reported a position in SCHL in Q4 2021 and has held it in 18 quarters since. 210 funds tracked by Wall St. Rank hold SCHL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,935 shares of Scholastic worth $740K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 827 Scholastic shares in Q1 2026, an estimated $28.6K.
  • Scholastic made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1741 holding.
  • Carson Wealth (CWM LLC) first reported a position in Scholastic in Q4 2021 and has held it in 18 quarters since.
  • 210 funds tracked by Wall St. Rank held Scholastic as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.