Steward Partners Investment Advisory’s Scholastic SCHL Stock Holding History

Steward Partners Investment Advisory’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
2024 Q4	–	Sell	-254	Closed	-$8.13K	–	4081
2024 Q3	$8.13K	Hold	254	–	–	﹤0.01%	3028
2024 Q2	$9.01K	Hold	254	–	–	﹤0.01%	2854
2024 Q1	$9.58K	Hold	254	–	–	﹤0.01%	2823
2023 Q4	$9.58K	Buy	+254	New	+$9.71K	﹤0.01%	2732
2023 Q1	–	Sell	-51	Closed	-$2.01K	–	3408
2022 Q4	$2.01K	Buy	+51	New	+$1.9K	﹤0.01%	3015
2021 Q2	–	Sell	-2	Closed	-$60	–	7359
2021 Q1	$60	Buy	+2	New	+$56	﹤0.01%	3395
2020 Q3	–	Sell	-300	Closed	-$9K	–	2839
2020 Q2	$9K	Hold	300	–	–	﹤0.01%	2095
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	1989
2019 Q4	$11K	Sell	300 -230	-43%	-$8.67K	﹤0.01%	1985
2019 Q3	$20K	Hold	530	–	–	﹤0.01%	1730
2019 Q2	$17K	Buy	+530	New	+$19.8K	﹤0.01%	1769
2018 Q4	–	Sell	-530	Closed	-$25K	–	1903
2018 Q3	$25K	Buy	+530	New	+$22.8K	﹤0.01%	1468

Other funds holding SCHL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's SCHL Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Scholastic (SCHL) in Q4 2024, closing a stake of 254 shares — an estimated $8.13K sold.

Steward Partners Investment Advisory first reported a position in SCHL in Q3 2018 and held it in 12 quarters. The position peaked at $25K in Q3 2018. 158 funds tracked by Wall St. Rank hold SCHL as of Q4 2024.

Steward Partners Investment Advisory reported no remaining Scholastic position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 254 Scholastic shares in Q4 2024, an estimated $8.13K.
Steward Partners Investment Advisory first reported a position in Scholastic in Q3 2018 and held it in 12 quarters.
Steward Partners Investment Advisory's Scholastic position peaked at $25K in Q3 2018.
158 funds tracked by Wall St. Rank held Scholastic as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.