PWPS
SCHL icon

Pinnacle Wealth Planning Services’s Scholastic SCHL Stock Holding History

Pinnacle Wealth Planning Services’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 		$57.3K Buy
1,467
+28
+2% +$967 0.01% 1122
2025
Q4 		$42.6K Buy
+1,439
New +$41.3K ﹤0.01% 1312
2021
Q1 		– Sell
-56
Closed -$2K – 1646
2020
Q4 		$2K Buy
+56
New +$1.29K ﹤0.01% 1971

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

Pinnacle Wealth Planning Services's SCHL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Scholastic (SCHL) stake by 1.9% in Q1 2026, buying an estimated $967 and bringing the position to 1,467 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #1122.

Pinnacle Wealth Planning Services first reported a position in SCHL in Q4 2020 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold SCHL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,467 shares of Scholastic worth $57.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 28 Scholastic shares in Q1 2026, an estimated $967.
  • Scholastic made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1122 holding.
  • Pinnacle Wealth Planning Services first reported a position in Scholastic in Q4 2020 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held Scholastic as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.