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 Q2	–	Sell	-7	Closed	-$273	–	2655
2026 Q1	$273	Buy	+7	New	+$242	﹤0.01%	3075

Other funds holding SCHL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's SCHL Position: Q2 2026 in Review

Root Financial Partners sold out of Scholastic (SCHL) in Q2 2026, closing a stake of 7 shares — an estimated $273 sold.

Root Financial Partners first reported a position in SCHL in Q1 2026 and held it in 1 quarter. The position peaked at $273 in Q1 2026. 226 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

Root Financial Partners reported no remaining Scholastic position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 7 Scholastic shares in Q2 2026, an estimated $273.
Root Financial Partners first reported a position in Scholastic in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Scholastic position peaked at $273 in Q1 2026.
226 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.