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Concurrent Investment Advisors’s Scholastic SCHL Stock Holding History

Concurrent Investment Advisors’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 		$230K Buy
+5,882
New +$203K ﹤0.01% 1661

Other funds holding SCHL

BlackRock
BlackRock New York $5.72T 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

Concurrent Investment Advisors's SCHL Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Scholastic (SCHL) in Q1 2026: 5,882 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

209 funds tracked by Wall St. Rank hold SCHL as of Q1 2026.

  • Concurrent Investment Advisors held 5,882 shares of Scholastic worth $230K as of Q1 2026.
  • Scholastic was a new Concurrent Investment Advisors position in Q1 2026.
  • Scholastic made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1661 holding.
  • 209 funds tracked by Wall St. Rank held Scholastic as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.