Pinnacle Wealth Planning Services
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
Q3 		$52K Buy
1,480
+8
+0.5% +$324 0.01% 1241
2026
Q2 		$67.7K Buy
1,472
+5
+0.3% +$205 0.01% 1084
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's SCHL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Scholastic (SCHL) stake by 0.54% in Q3 2026, buying an estimated $324 and bringing the position to 1,480 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #1241.

Pinnacle Wealth Planning Services first reported a position in SCHL in Q4 2020 and has held it in 5 quarters since. The position peaked at $67.7K in Q2 2026. 67 funds tracked by Wall St. Rank hold SCHL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,480 shares of Scholastic worth $52K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 8 Scholastic shares in Q3 2026, an estimated $324.
  • Scholastic made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1241 holding.
  • Pinnacle Wealth Planning Services first reported a position in Scholastic in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Scholastic position peaked at $67.7K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Scholastic as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.