True Wealth Design
SCHL icon

True Wealth Design’s Scholastic SCHL Stock Holding History

True Wealth Design’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
Q3 		$13.2K Hold
374
– – ﹤0.01% 967
2026
Q2 		$17.2K Sell
374
-10
-3% -$411 ﹤0.01% 863
2026
Q1 		$15K Hold
384
– – ﹤0.01% 829
2025
Q4 		$11.4K Hold
384
– – ﹤0.01% 807
2025
Q3 		$10.5K Buy
384
+151
+65% +$3.73K ﹤0.01% 814
2025
Q2 		$4.89K Buy
233
+44
+23% +$801 ﹤0.01% 813
2025
Q1 		$3.57K Buy
+189
New +$3.78K ﹤0.01% 794

Other funds holding SCHL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's SCHL Position: Q3 2026 in Review

True Wealth Design held its Scholastic (SCHL) position steady in Q3 2026 at 374 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

True Wealth Design first reported a position in SCHL in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.2K in Q2 2026. 25 funds tracked by Wall St. Rank hold SCHL as of Q3 2026.

  • True Wealth Design held 374 shares of Scholastic worth $13.2K as of Q3 2026.
  • True Wealth Design left its Scholastic share count unchanged in Q3 2026.
  • Scholastic made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #967 holding.
  • True Wealth Design first reported a position in Scholastic in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Scholastic position peaked at $17.2K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Scholastic as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.