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Kelleher Financial Advisors’s Scholastic SCHL Stock Holding History

Kelleher Financial 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 		$1.2K Buy
+26
New +$1.07K ﹤0.01% 796
2017
Q1 		– Sell
-79,300
Closed -$3.77M – 126
2016
Q4 		$3.77M Sell
79,300
-200
-0.3% -$8.49K 2.09% 13
2016
Q3 		$3.13M Sell
79,500
-200
-0.3% -$8.04K 1.77% 17
2016
Q2 		$3.16M Buy
79,700
+18,000
+29% +$677K 1.91% 15
2016
Q1 		$2.31M Buy
+61,700
New +$2.2M 1.27% 24

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

Kelleher Financial Advisors's SCHL Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Scholastic (SCHL) in Q2 2026: 26 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in SCHL as recently as Q4 2016.

Kelleher Financial Advisors first reported a position in SCHL in Q1 2016 and has held it in 5 quarters since. The position peaked at $3.77M in Q4 2016. 227 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

  • Kelleher Financial Advisors held 26 shares of Scholastic worth $1.2K as of Q2 2026.
  • Scholastic was a new Kelleher Financial Advisors position in Q2 2026.
  • Scholastic made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #796 holding.
  • Kelleher Financial Advisors first reported a position in Scholastic in Q1 2016 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Scholastic position peaked at $3.77M in Q4 2016.
  • 227 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.