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TCI Wealth Advisors’s Scholastic SCHL Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-257
Closed -$8.79K – 1866
2023
Q1 		$8.79K Buy
257
+20
+8% +$852 ﹤0.01% 1166
2022
Q4 		$9.35K Sell
237
-47
-17% -$1.75K ﹤0.01% 1113
2022
Q3 		$9K Hold
284
– – ﹤0.01% 1100
2022
Q2 		$10K Buy
284
+7
+3% +$258 ﹤0.01% 1033
2022
Q1 		$11K Sell
277
-16
-5% -$662 ﹤0.01% 1061
2021
Q4 		$12K Buy
293
+32
+12% +$1.21K ﹤0.01% 1047
2021
Q3 		$9K Buy
261
+188
+258% +$6.43K ﹤0.01% 1195
2021
Q2 		$3K Hold
73
– – ﹤0.01% 1844
2021
Q1 		$2K Buy
+73
New +$2.05K ﹤0.01% 1878
2020
Q4 		– Sell
-101
Closed -$2K – 1653
2020
Q3 		$2K Buy
101
+3
+3% +$73 ﹤0.01% 1170
2020
Q2 		$3K Buy
+98
New +$2.82K ﹤0.01% 957
2020
Q1 		– Sell
-74
Closed -$3K – 1726
2019
Q4 		$3K Hold
74
– – ﹤0.01% 1050
2019
Q3 		$3K Buy
74
+55
+289% +$1.93K ﹤0.01% 980
2019
Q2 		$1K Sell
19
-40
-68% -$1.49K ﹤0.01% 1292
2019
Q1 		$2K Hold
59
– – ﹤0.01% 1071
2018
Q4 		$2K Buy
59
+40
+211% +$1.74K ﹤0.01% 1049
2018
Q3 		$1K Hold
19
– – ﹤0.01% 1313
2018
Q2 		$1K Hold
19
– – ﹤0.01% 1365
2018
Q1 		$1K Hold
19
– – ﹤0.01% 1212
2017
Q4 		$1K Hold
19
– – ﹤0.01% 1256
2017
Q3 		$1K Hold
19
– – ﹤0.01% 1192
2017
Q2 		$1K Hold
19
– – ﹤0.01% 1207
2017
Q1 		$1K Hold
19
– – ﹤0.01% 1160
2016
Q4 		$1K Hold
19
– – ﹤0.01% 1228
2016
Q3 		$1K Hold
19
– – ﹤0.01% 1206
2016
Q2 		$1K Hold
19
– – ﹤0.01% 1142
2016
Q1 		$1K Buy
+19
New +$677 ﹤0.01% 1148

Other funds holding SCHL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's SCHL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Scholastic (SCHL) in Q2 2023, closing a stake of 257 shares — an estimated $8.79K sold.

TCI Wealth Advisors first reported a position in SCHL in Q1 2016 and held it in 27 quarters. The position peaked at $12K in Q4 2021. 162 funds tracked by Wall St. Rank hold SCHL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Scholastic position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 257 Scholastic shares in Q2 2023, an estimated $8.79K.
  • TCI Wealth Advisors first reported a position in Scholastic in Q1 2016 and held it in 27 quarters.
  • TCI Wealth Advisors's Scholastic position peaked at $12K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Scholastic as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.