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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
Q2 		$29.2K Buy
635
+110
+21% +$4.52K ﹤0.01% 2162
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 – 2510
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
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 $112B AUM 36.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's SCHL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Scholastic (SCHL) stake by 21% in Q2 2026, buying an estimated $4.52K and bringing the position to 635 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

EverSource Wealth Advisors first reported a position in SCHL in Q4 2021 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

  • EverSource Wealth Advisors held 635 shares of Scholastic worth $29.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 110 Scholastic shares in Q2 2026, an estimated $4.52K.
  • Scholastic made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2162 holding.
  • EverSource Wealth Advisors first reported a position in Scholastic in Q4 2021 and has held it in 12 quarters since.
  • 226 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.