Avion Wealth’s Schneider National SNDR Stock Holding History

Avion Wealth’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 Q1	$0	Hold	24	–	–	﹤0.01%	1576
2025 Q4	$0	Hold	24	–	–	﹤0.01%	1563
2025 Q3	$0	Hold	24	–	–	﹤0.01%	1527
2025 Q2	$0	Hold	24	–	–	﹤0.01%	1576
2025 Q1	$0	Buy	+24	New	+$650	﹤0.01%	1338
2024 Q4	–	Sell	-24	Closed	–	–	1262
2024 Q3	$0	Hold	24	–	–	﹤0.01%	1308
2024 Q2	$0	Buy	+24	New	+$531	﹤0.01%	1228
2024 Q1	–	Sell	-20	Closed	-$1K	–	1220
2023 Q4	$1K	Sell	20 -60	-75%	-$1.48K	﹤0.01%	964
2023 Q3	$2K	Hold	80	–	–	﹤0.01%	520
2023 Q2	$2K	Buy	+80	New	+$2.13K	﹤0.01%	499

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Avion Wealth's SNDR Position: Q1 2026 in Review

Avion Wealth held its Schneider National (SNDR) position steady in Q1 2026 at 24 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Avion Wealth first reported a position in SNDR in Q2 2023 and has held it in 10 quarters since. The position peaked at $2K in Q3 2023. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

Avion Wealth held 24 shares of Schneider National worth $0 as of Q1 2026.
Avion Wealth left its Schneider National share count unchanged in Q1 2026.
Schneider National made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1576 holding.
Avion Wealth first reported a position in Schneider National in Q2 2023 and has held it in 10 quarters since.
Avion Wealth's Schneider National position peaked at $2K in Q3 2023.
296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.