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 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

HAI

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

YIH

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

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design's SCHL Position: Q2 2026 in Review

True Wealth Design reduced its Scholastic (SCHL) stake by 2.6% in Q2 2026, selling an estimated $411 and leaving 374 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

True Wealth Design first reported a position in SCHL in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold SCHL as of Q2 2026.

True Wealth Design held 374 shares of Scholastic worth $17.2K as of Q2 2026.
True Wealth Design sold 10 Scholastic shares in Q2 2026, an estimated $411.
Scholastic made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #863 holding.
True Wealth Design first reported a position in Scholastic in Q1 2025 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held Scholastic as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.