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Essential Partners’s Scholastic SCHL Stock Holding History

Essential Partners’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
Q3 		$14.5K Sell
413
-2
-0.5% -$81 0.01% 1035
2026
Q2 		$19.1K Sell
415
-308
-43% -$12.6K 0.01% 926
2026
Q1 		$28.2K Buy
723
+17
+2% +$587 0.01% 797
2025
Q4 		$20.9K Hold
706
– – 0.01% 886
2025
Q3 		$19.3K Buy
706
+331
+88% +$8.18K 0.01% 899
2025
Q2 		$7.87K Buy
+375
New +$6.83K ﹤0.01% 913

Other funds holding SCHL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Essential Partners's SCHL Position: Q3 2026 in Review

Essential Partners reduced its Scholastic (SCHL) stake by 0.48% in Q3 2026, selling an estimated $81 and leaving 413 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #1035.

Essential Partners first reported a position in SCHL in Q2 2025 and has held it in 6 quarters since. The position peaked at $28.2K in Q1 2026. 10 funds tracked by Wall St. Rank hold SCHL as of Q3 2026.

  • Essential Partners held 413 shares of Scholastic worth $14.5K as of Q3 2026.
  • Essential Partners sold 2 Scholastic shares in Q3 2026, an estimated $81.
  • Scholastic made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1035 holding.
  • Essential Partners first reported a position in Scholastic in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Scholastic position peaked at $28.2K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Scholastic as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.