Bell Investment Advisors’s Schneider National SNDR Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-236	Closed	-$4.99K	–	1937
2025 Q3	$4.99K	Hold	236	–	–	﹤0.01%	938
2025 Q2	$5.7K	Hold	236	–	–	﹤0.01%	925
2025 Q1	$5.39K	Hold	236	–	–	﹤0.01%	877
2024 Q4	$6.91K	Sell	236 -33	-12%	-$981	﹤0.01%	760
2024 Q3	$7.68K	Hold	269	–	–	﹤0.01%	729
2024 Q2	$6.5K	Sell	269 -30	-10%	-$663	﹤0.01%	800
2024 Q1	$6.77K	Hold	299	–	–	﹤0.01%	760
2023 Q4	$7.61K	Sell	299 -197	-40%	-$4.86K	﹤0.01%	662
2023 Q3	$13.7K	Buy	496 +6	+1%	+$175	﹤0.01%	397
2023 Q2	$14.1K	Buy	490 +254	+108%	+$6.76K	﹤0.01%	397
2023 Q1	$6.31K	Hold	236	–	–	﹤0.01%	674
2022 Q4	$5.52K	Hold	236	–	–	﹤0.01%	757
2022 Q3	$5K	Sell	236 -41	-15%	-$952	﹤0.01%	711
2022 Q2	$6K	Buy	+277	New	+$6.39K	﹤0.01%	649
2021 Q4	$7K	Hold	277	–	–	﹤0.01%	630
2021 Q3	$6K	Buy	+277	New	+$6.12K	﹤0.01%	662

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DRZID

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

Bell Investment Advisors's SNDR Position: Q4 2025 in Review

Bell Investment Advisors sold out of Schneider National (SNDR) in Q4 2025, closing a stake of 236 shares — an estimated $4.99K sold.

Bell Investment Advisors first reported a position in SNDR in Q3 2021 and held it in 16 quarters. The position peaked at $14.1K in Q2 2023. 290 funds tracked by Wall St. Rank hold SNDR as of Q4 2025.

Bell Investment Advisors reported no remaining Schneider National position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 236 Schneider National shares in Q4 2025, an estimated $4.99K.
Bell Investment Advisors first reported a position in Schneider National in Q3 2021 and held it in 16 quarters.
Bell Investment Advisors's Schneider National position peaked at $14.1K in Q2 2023.
290 funds tracked by Wall St. Rank held Schneider National as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.