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Gilpin Wealth Management’s Scholastic SCHL Stock Holding History

Gilpin Wealth Management’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
Q3 		$141 Hold
4
– – ﹤0.01% 1224
2026
Q2 		$184 Hold
4
– – ﹤0.01% 938
2026
Q1 		$157 Buy
4
+2
+100% +$69 ﹤0.01% 905
2025
Q4 		$60 Buy
+2
New +$57 ﹤0.01% 930

Other funds holding SCHL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gilpin Wealth Management's SCHL Position: Q3 2026 in Review

Gilpin Wealth Management held its Scholastic (SCHL) position steady in Q3 2026 at 4 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Gilpin Wealth Management first reported a position in SCHL in Q4 2025 and has held it in 4 quarters since. The position peaked at $184 in Q2 2026. 10 funds tracked by Wall St. Rank hold SCHL as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of Scholastic worth $141 as of Q3 2026.
  • Gilpin Wealth Management left its Scholastic share count unchanged in Q3 2026.
  • Scholastic made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1224 holding.
  • Gilpin Wealth Management first reported a position in Scholastic in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Scholastic position peaked at $184 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Scholastic as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.