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Oak Family Advisors’s Scholastic SCHL Stock Holding History

Oak Family 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
2024
Q4 		– Sell
-26,542
Closed -$850K – 144
2024
Q3 		$850K Sell
26,542
-167
-0.6% -$5.33K 0.26% 73
2024
Q2 		$947K Sell
26,709
-912
-3% -$32.6K 0.32% 60
2024
Q1 		$1.04M Sell
27,621
-107
-0.4% -$4.1K 0.4% 58
2023
Q4 		$1.05M Buy
27,728
+3,656
+15% +$140K 0.44% 58
2023
Q3 		$918K Buy
24,072
+4,027
+20% +$167K 0.43% 51
2023
Q2 		$780K Sell
20,045
-225
-1% -$8.73K 0.37% 57
2023
Q1 		$694K Buy
20,270
+1,651
+9% +$70.4K 0.34% 63
2022
Q4 		$735K Buy
18,619
+1,573
+9% +$58.5K 0.39% 54
2022
Q3 		$524K Buy
17,046
+6,190
+57% +$258K 0.28% 63
2022
Q2 		$390K Buy
10,856
+56
+0.5% +$2.07K 0.2% 83
2022
Q1 		$435K Hold
10,800
– – 0.17% 85
2021
Q4 		$432K Buy
10,800
+97
+0.9% +$3.66K 0.16% 89
2021
Q3 		$382K Buy
+10,703
New +$366K 0.14% 93

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oak Family Advisors's SCHL Position: Q4 2024 in Review

Oak Family Advisors sold out of Scholastic (SCHL) in Q4 2024, closing a stake of 26,542 shares — an estimated $850K sold.

Oak Family Advisors first reported a position in SCHL in Q3 2021 and held it in 13 quarters. The position peaked at $1.05M in Q4 2023. 158 funds tracked by Wall St. Rank hold SCHL as of Q4 2024.

  • Oak Family Advisors reported no remaining Scholastic position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 26,542 Scholastic shares in Q4 2024, an estimated $850K.
  • Oak Family Advisors first reported a position in Scholastic in Q3 2021 and held it in 13 quarters.
  • Oak Family Advisors's Scholastic position peaked at $1.05M in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Scholastic as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.