Sound Income Strategies’s Scholastic SCHL Stock Holding History

Sound Income Strategies’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	-61	Closed	-$2.36K	–	2049
2026 Q1	$2.36K	Buy	61 +1	+2%	+$35	﹤0.01%	2108
2025 Q4	$2.08K	Buy	+60	New	+$1.72K	﹤0.01%	2121
2020 Q3	–	Sell	-389	Closed	-$12K	–	925
2020 Q2	$12K	Hold	389	–	–	﹤0.01%	363
2020 Q1	$10K	Hold	389	–	–	﹤0.01%	342
2019 Q4	$15K	Hold	389	–	–	﹤0.01%	271
2019 Q3	$15K	Hold	389	–	–	﹤0.01%	249
2019 Q2	$13K	Hold	389	–	–	﹤0.01%	292
2019 Q1	$15K	Sell	389 -803	-67%	-$33.1K	0.01%	267
2018 Q4	$48K	Buy	+1,192	New	+$51.8K	0.03%	133

Other funds holding SCHL

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Sound Income Strategies's SCHL Position: Q2 2026 in Review

Sound Income Strategies sold out of Scholastic (SCHL) in Q2 2026, closing a stake of 61 shares — an estimated $2.36K sold.

Sound Income Strategies first reported a position in SCHL in Q4 2018 and held it in 9 quarters. The position peaked at $48K in Q4 2018. 36 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

Sound Income Strategies reported no remaining Scholastic position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 61 Scholastic shares in Q2 2026, an estimated $2.36K.
Sound Income Strategies first reported a position in Scholastic in Q4 2018 and held it in 9 quarters.
Sound Income Strategies's Scholastic position peaked at $48K in Q4 2018.
36 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.