AssetMark Inc
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AssetMark Inc’s Schneider National SNDR Stock Holding History

AssetMark Inc’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 		$1.15K Buy
36
+5
+16% +$175 ﹤0.01% 3204
2026
Q2 		$1.13K Buy
31
+9
+41% +$293 ﹤0.01% 3121
2026
Q1 		$580 Sell
22
-815
-97% -$22.6K ﹤0.01% 3162
2025
Q4 		$22.2K Hold
837
– – ﹤0.01% 1971
2025
Q3 		$17.7K Sell
837
-8
-0.9% -$196 ﹤0.01% 1960
2025
Q2 		$20.4K Buy
845
+30
+4% +$697 ﹤0.01% 1802
2025
Q1 		$18.6K Hold
815
– – ﹤0.01% 1725
2024
Q4 		$23.9K Hold
815
– – ﹤0.01% 1611
2024
Q3 		$23.3K Buy
+815
New +$21.5K ﹤0.01% 1468
2020
Q1 		– Sell
-1,841
Closed -$40K – 1522
2019
Q4 		$40K Buy
1,841
+49
+3% +$1.1K ﹤0.01% 789
2019
Q3 		$39K Sell
1,792
-63
-3% -$1.24K ﹤0.01% 775
2019
Q2 		$34K Sell
1,855
-354
-16% -$6.86K ﹤0.01% 788
2019
Q1 		$47K Sell
2,209
-5
-0.2% -$107 ﹤0.01% 711
2018
Q4 		$41K Buy
2,214
+1,939
+705% +$41.6K ﹤0.01% 731
2018
Q3 		$7K Sell
275
-10
-4% -$267 ﹤0.01% 1114
2018
Q2 		$8K Buy
285
+33
+13% +$916 ﹤0.01% 1090
2018
Q1 		$7K Buy
252
+157
+165% +$4.32K ﹤0.01% 1109
2017
Q4 		$3K Sell
95
-61
-39% -$1.58K ﹤0.01% 1375
2017
Q3 		$4K Buy
+156
New +$3.47K ﹤0.01% 1187

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SummerHaven Investment Management
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Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 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

AssetMark Inc's SNDR Position: Q3 2026 in Review

AssetMark Inc increased its Schneider National (SNDR) stake by 16% in Q3 2026, buying an estimated $175 and bringing the position to 36 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

AssetMark Inc first reported a position in SNDR in Q3 2017 and has held it in 19 quarters since. The position peaked at $47K in Q1 2019. 45 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

  • AssetMark Inc held 36 shares of Schneider National worth $1.15K as of Q3 2026.
  • AssetMark Inc bought 5 Schneider National shares in Q3 2026, an estimated $175.
  • Schneider National made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3204 holding.
  • AssetMark Inc first reported a position in Schneider National in Q3 2017 and has held it in 19 quarters since.
  • AssetMark Inc's Schneider National position peaked at $47K in Q1 2019.
  • 45 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.