EWA
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EverSource Wealth Advisors’s Scholastic SCHL Stock Holding History

EverSource Wealth 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 		$20.5K Buy
525
+13
+3% +$449 ﹤0.01% 2488
2025
Q4 		$15.2K Hold
512
– – ﹤0.01% 2568
2025
Q3 		$14K Buy
512
+160
+45% +$3.96K ﹤0.01% 2615
2025
Q2 		$7.38K Buy
352
+287
+442% +$5.23K ﹤0.01% 2983
2025
Q1 		$1.23K Buy
65
+49
+306% +$980 ﹤0.01% 3152
2024
Q4 		$341 Buy
+16
New +$406 ﹤0.01% 3309
2023
Q1 		– Sell
-56
Closed -$2.21K – 2516
2022
Q4 		$2.21K Sell
56
-137
-71% -$5.09K ﹤0.01% 1878
2022
Q3 		$6K Hold
193
– – ﹤0.01% 1314
2022
Q2 		$7K Hold
193
– – ﹤0.01% 1165
2022
Q1 		$8K Hold
193
– – ﹤0.01% 1098
2021
Q4 		$8K Buy
+193
New +$7.28K ﹤0.01% 1066

Other funds holding SCHL

BlackRock
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
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