CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Schneider National SNDR Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$474K Sell
17,977
-1,652
-8% -$45.7K ﹤0.01% 2063
2025
Q4 		$521K Buy
19,629
+1,828
+10% +$43.2K ﹤0.01% 1877
2025
Q3 		$377K Sell
17,801
-279
-2% -$6.82K ﹤0.01% 2010
2025
Q2 		$437K Sell
18,080
-3,122
-15% -$72.5K ﹤0.01% 1821
2025
Q1 		$484K Sell
21,202
-859
-4% -$23.3K ﹤0.01% 1662
2024
Q4 		$646K Buy
22,061
+867
+4% +$25.8K ﹤0.01% 1470
2024
Q3 		$605K Buy
21,194
+4,968
+31% +$131K ﹤0.01% 1472
2024
Q2 		$392K Buy
16,226
+2,528
+18% +$55.9K ﹤0.01% 1637
2024
Q1 		$310K Buy
13,698
+870
+7% +$20.6K ﹤0.01% 1755
2023
Q4 		$326K Buy
+12,828
New +$316K ﹤0.01% 2054
2022
Q3 		– Sell
-5,301
Closed -$119K – 3758
2022
Q2 		$119K Buy
5,301
+1,135
+27% +$26.2K ﹤0.01% 2082
2022
Q1 		$106K Buy
4,166
+2,941
+240% +$76.6K ﹤0.01% 2223
2021
Q4 		$33K Buy
1,225
+784
+178% +$19.7K ﹤0.01% 2968
2021
Q3 		$10K Buy
441
+4
+0.9% +$88 ﹤0.01% 3620
2021
Q2 		$10K Sell
437
-86
-16% -$2.08K ﹤0.01% 3553
2021
Q1 		$13K Buy
523
+506
+2,976% +$11.8K ﹤0.01% 3293
2020
Q4 		$0 Hold
17
– – ﹤0.01% 3501
2020
Q3 		$0 Sell
17
-50
-75% -$1.29K ﹤0.01% 3216
2020
Q2 		$2K Buy
+67
New +$1.47K ﹤0.01% 2632

Other funds holding SNDR

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

CAPTRUST Financial Advisors's SNDR Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Schneider National (SNDR) stake by 8.4% in Q1 2026, selling an estimated $45.7K and leaving 17,977 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

CAPTRUST Financial Advisors first reported a position in SNDR in Q2 2020 and has held it in 19 quarters since. The position peaked at $646K in Q4 2024. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • CAPTRUST Financial Advisors held 17,977 shares of Schneider National worth $474K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,652 Schneider National shares in Q1 2026, an estimated $45.7K.
  • Schneider National made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2063 holding.
  • CAPTRUST Financial Advisors first reported a position in Schneider National in Q2 2020 and has held it in 19 quarters since.
  • CAPTRUST Financial Advisors's Schneider National position peaked at $646K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.