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EVR Research’s Scholastic SCHL Stock Holding History

EVR Research’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 		$4.3M Sell
110,000
-100,000
-48% -$3.45M 2.45% 18
2025
Q4 		$6.22M Buy
210,000
+20,000
+11% +$574K 3.36% 12
2025
Q3 		$5.2M Buy
190,000
+70,270
+59% +$1.74M 3.11% 9
2025
Q2 		$2.51M Sell
119,730
-10,270
-8% -$187K 1.32% 23
2025
Q1 		$2.45M Buy
130,000
+10,000
+8% +$200K 1.11% 27
2024
Q4 		$2.56M Buy
120,000
+10,000
+9% +$254K 0.87% 27
2024
Q3 		$3.52M Buy
+110,000
New +$3.51M 0.89% 29

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 $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return