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Glassman Wealth Services’s Scholastic SCHL Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-32
Closed -$1.21K – 1513
2023
Q4 		$1.21K Sell
32
-3
-9% -$115 ﹤0.01% 1487
2023
Q3 		$1.33K Hold
35
– – ﹤0.01% 1460
2023
Q2 		$1.36K Hold
35
– – ﹤0.01% 1357
2023
Q1 		$1.2K Buy
35
+10
+40% +$426 ﹤0.01% 1375
2022
Q4 		$987 Buy
+25
New +$929 ﹤0.01% 1429
2022
Q2 		– Sell
-22
Closed -$1K – 1955
2022
Q1 		$1K Sell
22
-10
-31% -$414 ﹤0.01% 1505
2021
Q4 		$1K Buy
+32
New +$1.21K ﹤0.01% 1487

Other funds holding SCHL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glassman Wealth Services's SCHL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Scholastic (SCHL) in Q1 2024, closing a stake of 32 shares — an estimated $1.21K sold.

Glassman Wealth Services first reported a position in SCHL in Q4 2021 and held it in 7 quarters. The position peaked at $1.36K in Q2 2023. 183 funds tracked by Wall St. Rank hold SCHL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Scholastic position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 32 Scholastic shares in Q1 2024, an estimated $1.21K.
  • Glassman Wealth Services first reported a position in Scholastic in Q4 2021 and held it in 7 quarters.
  • Glassman Wealth Services's Scholastic position peaked at $1.36K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Scholastic as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.