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 Q3	–	Sell	-24	Closed	–	–	1682
2026 Q2	$0	Hold	24	–	–	﹤0.01%	1718
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

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Avion Wealth's SNDR Position: Q3 2026 in Review

Avion Wealth sold out of Schneider National (SNDR) in Q3 2026, closing a stake of 24 shares.

Avion Wealth first reported a position in SNDR in Q2 2023 and held it in 11 quarters. The position peaked at $2K in Q3 2023. 120 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

Avion Wealth reported no remaining Schneider National position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 24 Schneider National shares in Q3 2026.
Avion Wealth first reported a position in Schneider National in Q2 2023 and held it in 11 quarters.
Avion Wealth's Schneider National position peaked at $2K in Q3 2023.
120 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.