BFC Planning, Inc.’s Scholastic SCHL Stock Holding History

BFC Planning, Inc.’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	–	Sell	-25	Closed	-$977	–	3500
2026 Q1	$977	Buy	+25	New	+$863	﹤0.01%	2746

Other funds holding SCHL

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BFC Planning, Inc.'s SCHL Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Scholastic (SCHL) in Q2 2026, closing a stake of 25 shares — an estimated $977 sold.

BFC Planning, Inc. first reported a position in SCHL in Q1 2026 and held it in 1 quarter. The position peaked at $977 in Q1 2026. 227 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

BFC Planning, Inc. reported no remaining Scholastic position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 25 Scholastic shares in Q2 2026, an estimated $977.
BFC Planning, Inc. first reported a position in Scholastic in Q1 2026 and held it in 1 quarter.
BFC Planning, Inc.'s Scholastic position peaked at $977 in Q1 2026.
227 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.