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Physician Wealth Advisors’s Scholastic SCHL Stock Holding History

Physician 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
2025
Q2 		– Sell
-59
Closed -$1.11K – 1952
2025
Q1 		$1.11K Buy
+59
New +$1.18K ﹤0.01% 1000

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ananym Capital Management New York $262M AUM 22.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return

Physician Wealth Advisors's SCHL Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Scholastic (SCHL) in Q2 2025, closing a stake of 59 shares — an estimated $1.11K sold.

Physician Wealth Advisors first reported a position in SCHL in Q1 2025 and held it in 1 quarter. The position peaked at $1.11K in Q1 2025. 160 funds tracked by Wall St. Rank hold SCHL as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Scholastic position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 59 Scholastic shares in Q2 2025, an estimated $1.11K.
  • Physician Wealth Advisors first reported a position in Scholastic in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Scholastic position peaked at $1.11K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Scholastic as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.