SSG
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Summit Securities Group’s Scholastic SCHL Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-112
Closed -$3.07K – 1223
2025
Q3 		$3.07K Buy
+112
New +$2.77K ﹤0.01% 939
2023
Q2 		– Sell
-11
Closed – – 1067
2023
Q1 		$0 Buy
+11
New +$469 ﹤0.01% 1228
2017
Q2 		– Sell
-6,602
Closed -$281K – 353
2017
Q1 		$281K Buy
+6,602
New +$300K 0.08% 238

Other funds holding SCHL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ananym Capital Management New York $278M AUM 42.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit Securities Group's SCHL Position: Q4 2025 in Review

Summit Securities Group sold out of Scholastic (SCHL) in Q4 2025, closing a stake of 112 shares — an estimated $3.07K sold.

Summit Securities Group first reported a position in SCHL in Q1 2017 and held it in 3 quarters. The position peaked at $281K in Q1 2017. 193 funds tracked by Wall St. Rank hold SCHL as of Q4 2025.

  • Summit Securities Group reported no remaining Scholastic position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 112 Scholastic shares in Q4 2025, an estimated $3.07K.
  • Summit Securities Group first reported a position in Scholastic in Q1 2017 and held it in 3 quarters.
  • Summit Securities Group's Scholastic position peaked at $281K in Q1 2017.
  • 193 funds tracked by Wall St. Rank held Scholastic as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.