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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IBEX Wealth Advisors's SCHL Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Scholastic (SCHL) stake by 1.1% in Q1 2026, selling an estimated $5.8K and leaving 15,155 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #145.

IBEX Wealth Advisors first reported a position in SCHL in Q3 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold SCHL as of Q1 2026.

  • IBEX Wealth Advisors held 15,155 shares of Scholastic worth $592K as of Q1 2026.
  • IBEX Wealth Advisors sold 168 Scholastic shares in Q1 2026, an estimated $5.8K.
  • Scholastic made up 0.06% of IBEX Wealth Advisors's portfolio in Q1 2026, its #145 holding.
  • IBEX Wealth Advisors first reported a position in Scholastic in Q3 2025 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held Scholastic as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.