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IBEX Wealth Advisors’s Scholastic SCHL Stock Holding History

IBEX Wealth Advisors’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 		$696K Sell
15,140
-15
-0.1% -$616 0.05% 138
2026
Q1 		$592K Sell
15,155
-168
-1% -$5.8K 0.06% 145
2025
Q4 		$454K Sell
15,323
-707
-4% -$20.3K 0.04% 114
2025
Q3 		$439K Buy
+16,030
New +$396K 0.04% 164

Other funds holding SCHL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IBEX Wealth Advisors's SCHL Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Scholastic (SCHL) stake by 0.1% in Q2 2026, selling an estimated $616 and leaving 15,140 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #138.

IBEX Wealth Advisors first reported a position in SCHL in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

  • IBEX Wealth Advisors held 15,140 shares of Scholastic worth $696K as of Q2 2026.
  • IBEX Wealth Advisors sold 15 Scholastic shares in Q2 2026, an estimated $616.
  • Scholastic made up 0.05% of IBEX Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • IBEX Wealth Advisors first reported a position in Scholastic in Q3 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.