Carson Wealth (CWM LLC)

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%	3633

Other funds holding SCHL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return