Root Financial Partners
SCHL icon

Root Financial Partners’s Scholastic SCHL Stock Holding History

Root Financial Partners’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 		$949 Buy
+27
New +$1.09K ﹤0.01% 2971
2026
Q2 		– Sell
-7
Closed -$273 – 2655
2026
Q1 		$273 Buy
+7
New +$242 ﹤0.01% 3075

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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's SCHL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Scholastic (SCHL) in Q3 2026: 27 shares worth $949. The stake represents ﹤0.01% of the portfolio and ranks #2971 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHL as recently as Q1 2026.

Root Financial Partners first reported a position in SCHL in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold SCHL as of Q3 2026.

  • Root Financial Partners held 27 shares of Scholastic worth $949 as of Q3 2026.
  • Scholastic was a new Root Financial Partners position in Q3 2026.
  • Scholastic made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2971 holding.
  • Root Financial Partners first reported a position in Scholastic in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Scholastic as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.