Creative Planning
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Creative Planning’s Scholastic SCHL Stock Holding History

Creative Planning’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 		$1.77M Buy
45,298
+10,624
+31% +$367K ﹤0.01% 1997
2025
Q4 		$1.03M Buy
34,674
+2,720
+9% +$78K ﹤0.01% 2258
2025
Q3 		$875K Buy
31,954
+8,037
+34% +$199K ﹤0.01% 2230
2025
Q2 		$502K Buy
23,917
+387
+2% +$7.05K ﹤0.01% 2474
2025
Q1 		$444K Buy
23,530
+6,557
+39% +$131K ﹤0.01% 2390
2024
Q4 		$362K Buy
16,973
+838
+5% +$21.3K ﹤0.01% 2514
2024
Q3 		$516K Buy
16,135
+679
+4% +$21.7K ﹤0.01% 2078
2024
Q2 		$548K Buy
15,456
+113
+0.7% +$4.04K ﹤0.01% 1869
2024
Q1 		$579K Buy
15,343
+16
+0.1% +$614 ﹤0.01% 1746
2023
Q4 		$578K Sell
15,327
-55
-0.4% -$2.1K ﹤0.01% 1603
2023
Q3 		$587K Sell
15,382
-15
-0.1% -$623 ﹤0.01% 1463
2023
Q2 		$599K Buy
15,397
+180
+1% +$6.99K ﹤0.01% 1440
2023
Q1 		$521K Sell
15,217
-357
-2% -$15.2K ﹤0.01% 1439
2022
Q4 		$615K Buy
+15,574
New +$579K ﹤0.01% 1316
2022
Q3 		– Sell
-13,604
Closed -$489K – 2431
2022
Q2 		$489K Buy
+13,604
New +$502K ﹤0.01% 1331

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

Creative Planning's SCHL Position: Q1 2026 in Review

Creative Planning increased its Scholastic (SCHL) stake by 31% in Q1 2026, buying an estimated $367K and bringing the position to 45,298 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Creative Planning first reported a position in SCHL in Q2 2022 and has held it in 15 quarters since. 209 funds tracked by Wall St. Rank hold SCHL as of Q1 2026.

  • Creative Planning held 45,298 shares of Scholastic worth $1.77M as of Q1 2026.
  • Creative Planning bought 10,624 Scholastic shares in Q1 2026, an estimated $367K.
  • Scholastic made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1997 holding.
  • Creative Planning first reported a position in Scholastic in Q2 2022 and has held it in 15 quarters since.
  • 209 funds tracked by Wall St. Rank held Scholastic as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.