Back to SCHL
PENSION & WEALTH MANAGEMENT ADVISORS, INC. → SCHL
PENSION & WEALTH MANAGEMENT ADVISORS, INC. SCHL Position History
Scholastic Corporation
Quarters held
16
Latest value
$182K
Q3 2026
Peak value
$196K
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $81K |
| Q1 2023 | $94K |
| Q2 2023 | $101K |
| Q3 2023 | $1K |
| Q4 2023 | $158K |
| Q1 2024 | $121K |
| Q2 2024 | $167K |
| Q3 2024 | $184K |
| Q4 2024 | $196K |
| Q1 2025 | $108K |
| Q2 2025 | $114K |
| Q3 2025 | $142K |
| Q4 2025 | $136K |
| Q1 2026 | $120K |
| Q2 2026 | $172K |
| Q3 2026 | $182K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $182K | 5.9K | — | — |
| Q2 2026 | $172K | 10.6K | — | — |
| Q1 2026 | $120K | 10.6K | — | — |
| Q4 2025 | $136K | 7.6K | — | — |
| Q3 2025 | $142K | 7.1K | — | — |
| Q2 2025 | $114K | 5.7K | — | — |
| Q1 2025 | $108K | 5.5K | — | — |
| Q4 2024 | $196K | 10.2K | — | — |
| Q3 2024 | $184K | 9.9K | — | — |
| Q2 2024 | $167K | 8.6K | — | — |
| Q1 2024 | $121K | 4.5K | — | — |
| Q4 2023 | $158K | 4.4K | — | — |
| Q3 2023 | $1K | 45 | — | — |
| Q2 2023 | $101K | 2.1K | — | — |
| Q1 2023 | $94K | 3.6K | — | — |
| Q4 2022 | $81K | 4.3K | — | — |
Other funds holding SCHL
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF