First Trust Direct Indexing’s Scholastic SCHL Stock Holding History

First Trust Direct Indexing’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
2021 Q1	–	Sell	-1,906	Closed	-$48K	–	882
2020 Q4	$48K	Buy	+1,906	New	+$43.8K	0.01%	765

Other funds holding SCHL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Direct Indexing's SCHL Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Scholastic (SCHL) in Q1 2021, closing a stake of 1,906 shares — an estimated $48K sold.

First Trust Direct Indexing first reported a position in SCHL in Q4 2020 and held it in 1 quarter. The position peaked at $48K in Q4 2020. 135 funds tracked by Wall St. Rank hold SCHL as of Q1 2021.

First Trust Direct Indexing reported no remaining Scholastic position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 1,906 Scholastic shares in Q1 2021, an estimated $48K.
First Trust Direct Indexing first reported a position in Scholastic in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's Scholastic position peaked at $48K in Q4 2020.
135 funds tracked by Wall St. Rank held Scholastic as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.