Wealth Enhancement Advisory Services
SCHL icon

Wealth Enhancement Advisory Services’s Scholastic SCHL Stock Holding History

Wealth Enhancement Advisory Services’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 		$502K Sell
13,081
-125
-0.9% -$5.07K ﹤0.01% 2814
2026
Q2 		$601K Buy
13,206
+143
+1% +$5.87K ﹤0.01% 2514
2026
Q1 		$512K Buy
13,063
+2,394
+22% +$82.7K ﹤0.01% 2297
2025
Q4 		$340K Buy
10,669
+92
+0.9% +$2.64K ﹤0.01% 2814
2025
Q3 		$304K Buy
+10,577
New +$261K ﹤0.01% 2781

Other funds holding SCHL

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Scholastic (SCHL) stake by 0.95% in Q3 2026, selling an estimated $5.07K and leaving 13,081 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Wealth Enhancement Advisory Services first reported a position in SCHL in Q3 2025 and has held it in 5 quarters since. The position peaked at $601K in Q2 2026. 10 funds tracked by Wall St. Rank hold SCHL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,081 shares of Scholastic worth $502K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 125 Scholastic shares in Q3 2026, an estimated $5.07K.
  • Scholastic made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2814 holding.
  • Wealth Enhancement Advisory Services first reported a position in Scholastic in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Scholastic position peaked at $601K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Scholastic as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.