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Avantax Advisory Services’s Schneider National SNDR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-16,448
Closed -$376K – 2434
2025
Q1 		$376K Sell
16,448
-3,158
-16% -$85.6K ﹤0.01% 1687
2024
Q4 		$574K Buy
19,606
+910
+5% +$27.1K ﹤0.01% 1357
2024
Q3 		$534K Buy
18,696
+1,397
+8% +$36.9K ﹤0.01% 1369
2024
Q2 		$418K Buy
+17,299
New +$382K ﹤0.01% 1480

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's SNDR Position: Q2 2025 in Review

Avantax Advisory Services sold out of Schneider National (SNDR) in Q2 2025, closing a stake of 16,448 shares — an estimated $376K sold.

Avantax Advisory Services first reported a position in SNDR in Q2 2024 and held it in 4 quarters. The position peaked at $574K in Q4 2024. 267 funds tracked by Wall St. Rank hold SNDR as of Q2 2025.

  • Avantax Advisory Services reported no remaining Schneider National position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 16,448 Schneider National shares in Q2 2025, an estimated $376K.
  • Avantax Advisory Services first reported a position in Schneider National in Q2 2024 and held it in 4 quarters.
  • Avantax Advisory Services's Schneider National position peaked at $574K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Schneider National as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.