Covestor’s Scholastic SCHL Stock Holding History

Covestor’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	$0	Sell	3 -324	-99%	-$11.2K	﹤0.01%	2730
2025 Q4	$10K	Sell	327 -32	-9%	-$918	0.01%	1591
2025 Q3	$10K	Buy	359 +316	+735%	+$7.81K	0.01%	1611
2025 Q2	$1K	Sell	43 -431	-91%	-$7.85K	﹤0.01%	2091
2025 Q1	$9K	Buy	474 +93	+24%	+$1.86K	0.01%	1580
2024 Q4	$8K	Buy	381 +97	+34%	+$2.46K	0.01%	1651
2024 Q3	$10K	Buy	284 +9	+3%	+$287	0.01%	1577
2024 Q2	$9K	Sell	275 -2	-0.7%	-$72	0.01%	1635
2024 Q1	$10K	Buy	277 +28	+11%	+$1.07K	0.01%	1611
2023 Q4	$9K	Buy	249 +38	+18%	+$1.45K	0.01%	1657
2023 Q3	$8K	Buy	211 +7	+3%	+$291	0.01%	1574
2023 Q2	$8K	Buy	204 +197	+2,814%	+$7.65K	0.01%	1599
2023 Q1	$0	Sell	7 -1	-13%	-$43	﹤0.01%	2530
2022 Q4	$0	Buy	8 +3	+60%	+$112	﹤0.01%	2550
2022 Q3	$0	Sell	5 -2	-29%	-$83	﹤0.01%	2532
2022 Q2	$0	Sell	7 -1	-13%	-$37	﹤0.01%	2329
2022 Q1	$0	Sell	8 -5	-38%	-$207	﹤0.01%	2453
2021 Q4	$1K	Buy	+13	New	+$490	﹤0.01%	1917

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