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IFP Advisors’s Scholastic SCHL Stock Holding History

IFP 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 		$7.42K Hold
190
– – ﹤0.01% 3311
2025
Q4 		$5.63K Hold
190
– – ﹤0.01% 3357
2025
Q3 		$5.2K Buy
190
+74
+64% +$1.83K ﹤0.01% 3226
2025
Q2 		$2.43K Buy
+116
New +$2.11K ﹤0.01% 3809
2025
Q1 		– Sell
-3
Closed -$64 – 4643
2024
Q4 		$64 Buy
+3
New +$76 ﹤0.01% 4182
2023
Q1 		– Sell
-43
Closed -$3K – 4258
2022
Q4 		$3K Sell
43
-10
-19% -$372 ﹤0.01% 4053
2022
Q3 		$15K Hold
53
– – ﹤0.01% 3348
2022
Q2 		$15K Hold
53
– – ﹤0.01% 3105
2022
Q1 		$15K Buy
+53
New +$2.19K ﹤0.01% 3105
2017
Q4 		– Sell
-29
Closed -$1K – 4069
2017
Q3 		$1K Hold
29
– – ﹤0.01% 3942
2017
Q2 		$1K Hold
29
– – ﹤0.01% 3931
2017
Q1 		$1K Hold
29
– – ﹤0.01% 3842
2016
Q4 		$1K Hold
29
– – ﹤0.01% 3824
2016
Q3 		$1K Hold
29
– – ﹤0.01% 3759
2016
Q2 		$1K Buy
+29
New +$1.09K ﹤0.01% 3664

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State Street
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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