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Financial Architects (New Jersey)’s Scholastic SCHL Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$276K Hold
7,092
– – 0.04% 276
2023
Q1 		$243K Hold
7,092
– – 0.04% 287
2022
Q4 		$280K Hold
7,092
– – 0.05% 274
2022
Q3 		$218K Buy
+7,092
New +$296K 0.04% 290
2022
Q2 		– Sell
-7,092
Closed -$286K – 233
2022
Q1 		$286K Buy
+7,092
New +$293K 0.04% 270

Other funds holding SCHL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Architects (New Jersey)'s SCHL Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Scholastic (SCHL) position steady in Q2 2023 at 7,092 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #276.

Financial Architects (New Jersey) first reported a position in SCHL in Q1 2022 and has held it in 5 quarters since. The position peaked at $286K in Q1 2022. 161 funds tracked by Wall St. Rank hold SCHL as of Q2 2023.

  • Financial Architects (New Jersey) held 7,092 shares of Scholastic worth $276K as of Q2 2023.
  • Financial Architects (New Jersey) left its Scholastic share count unchanged in Q2 2023.
  • Scholastic made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #276 holding.
  • Financial Architects (New Jersey) first reported a position in Scholastic in Q1 2022 and has held it in 5 quarters since.
  • Financial Architects (New Jersey)'s Scholastic position peaked at $286K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Scholastic as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.