Concurrent Investment Advisors
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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
Q2 		$257K Sell
5,583
-299
-5% -$12.3K ﹤0.01% 1791
2026
Q1 		$230K Buy
+5,882
New +$203K ﹤0.01% 1661

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bragg Financial Advisors
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Concurrent Investment Advisors's SCHL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Scholastic (SCHL) stake by 5.1% in Q2 2026, selling an estimated $12.3K and leaving 5,583 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Concurrent Investment Advisors first reported a position in SCHL in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

  • Concurrent Investment Advisors held 5,583 shares of Scholastic worth $257K as of Q2 2026.
  • Concurrent Investment Advisors sold 299 Scholastic shares in Q2 2026, an estimated $12.3K.
  • Scholastic made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1791 holding.
  • Concurrent Investment Advisors first reported a position in Scholastic in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.