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Ritholtz Wealth Management’s Scholastic SCHL Stock Holding History

Ritholtz Wealth Management’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
2023
Q2 		– Sell
-13,177
Closed -$451K – 702
2023
Q1 		$451K Buy
13,177
+1,454
+12% +$62K 0.02% 429
2022
Q4 		$463K Sell
11,723
-8,958
-43% -$333K 0.03% 376
2022
Q3 		$636K Buy
20,681
+3,125
+18% +$130K 0.03% 337
2022
Q2 		$631K Buy
17,556
+10,338
+143% +$382K 0.04% 261
2022
Q1 		$291K Buy
+7,218
New +$299K 0.02% 424

Other funds holding SCHL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ritholtz Wealth Management's SCHL Position: Q2 2023 in Review

Ritholtz Wealth Management sold out of Scholastic (SCHL) in Q2 2023, closing a stake of 13,177 shares — an estimated $451K sold.

Ritholtz Wealth Management first reported a position in SCHL in Q1 2022 and held it in 5 quarters. The position peaked at $636K in Q3 2022. 162 funds tracked by Wall St. Rank hold SCHL as of Q2 2023.

  • Ritholtz Wealth Management reported no remaining Scholastic position as of Q2 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,177 Scholastic shares in Q2 2023, an estimated $451K.
  • Ritholtz Wealth Management first reported a position in Scholastic in Q1 2022 and held it in 5 quarters.
  • Ritholtz Wealth Management's Scholastic position peaked at $636K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held Scholastic as of Q2 2023.

Based on Ritholtz Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.