Aaron Wealth Advisors
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Aaron Wealth Advisors’s Schneider National SNDR Stock Holding History

Aaron Wealth Advisors’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$749K Sell
23,503
-4,628
-16% -$162K 0.04% 340
2026
Q2 		$1.03M Buy
28,131
+2,183
+8% +$71.2K 0.05% 236
2026
Q1 		$684K Buy
25,948
+988
+4% +$27.3K 0.04% 314
2025
Q4 		$662K Buy
+24,960
New +$589K 0.04% 361

Other funds holding SNDR

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Aaron Wealth Advisors's SNDR Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Schneider National (SNDR) stake by 16% in Q3 2026, selling an estimated $162K and leaving 23,503 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #340.

Aaron Wealth Advisors first reported a position in SNDR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2026. 44 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

  • Aaron Wealth Advisors held 23,503 shares of Schneider National worth $749K as of Q3 2026.
  • Aaron Wealth Advisors sold 4,628 Schneider National shares in Q3 2026, an estimated $162K.
  • Schneider National made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #340 holding.
  • Aaron Wealth Advisors first reported a position in Schneider National in Q4 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Schneider National position peaked at $1.03M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.