Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schneider National SNDR Stock Holding History

Carson Wealth (CWM LLC)’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 		$236K Buy
8,954
+170
+2% +$4.7K ﹤0.01% 2584
2025
Q4 		$233K Buy
8,784
+5,976
+213% +$141K ﹤0.01% 2448
2025
Q3 		$59K Sell
2,808
-1,658
-37% -$40.5K ﹤0.01% 3397
2025
Q2 		$108K Buy
4,466
+953
+27% +$22.1K ﹤0.01% 2647
2025
Q1 		$80K Buy
3,513
+1,786
+103% +$48.4K ﹤0.01% 2607
2024
Q4 		$51K Buy
1,727
+198
+13% +$5.89K ﹤0.01% 2789
2024
Q3 		$44K Sell
1,529
-103
-6% -$2.72K ﹤0.01% 2791
2024
Q2 		$39K Sell
1,632
-1,754
-52% -$38.8K ﹤0.01% 2645
2024
Q1 		$77K Buy
3,386
+2,119
+167% +$50.2K ﹤0.01% 2029
2023
Q4 		$32K Sell
1,267
-1,541
-55% -$38K ﹤0.01% 2478
2023
Q3 		$78K Buy
2,808
+1,709
+156% +$49.7K ﹤0.01% 1792
2023
Q2 		$32K Buy
1,099
+122
+12% +$3.25K ﹤0.01% 2323
2023
Q1 		$26K Buy
977
+11
+1% +$296 ﹤0.01% 2327
2022
Q4 		$23K Sell
966
-412
-30% -$9.64K ﹤0.01% 2273
2022
Q3 		$28K Sell
1,378
-171
-11% -$3.97K ﹤0.01% 2015
2022
Q2 		$35K Buy
1,549
+554
+56% +$12.8K ﹤0.01% 1805
2022
Q1 		$25K Buy
995
+94
+10% +$2.45K ﹤0.01% 1953
2021
Q4 		$24K Buy
+901
New +$22.6K ﹤0.01% 1899
2021
Q2 		$20K Hold
901
– – ﹤0.01% 1804
2021
Q1 		$20K Hold
901
– – ﹤0.01% 1804
2020
Q4 		$20K Hold
901
– – ﹤0.01% 1804
2020
Q3 		$20K Hold
901
– – ﹤0.01% 1804
2020
Q2 		$20K Hold
901
– – ﹤0.01% 1803
2020
Q1 		$20K Hold
901
– – ﹤0.01% 1803
2019
Q4 		$20K Hold
901
– – ﹤0.01% 1803
2019
Q3 		$20K Hold
901
– – ﹤0.01% 1803
2019
Q2 		$20K Hold
901
– – ﹤0.01% 1803
2019
Q1 		$20K Sell
901
-11,909
-93% -$255K ﹤0.01% 1802
2018
Q4 		$239K Buy
+12,810
New +$275K 0.01% 566
2018
Q3 		– Sell
-14,700
Closed -$404K – 1979
2018
Q2 		$404K Buy
+14,700
New +$408K 0.01% 351

Other funds holding SNDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNDR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schneider National (SNDR) stake by 1.9% in Q1 2026, buying an estimated $4.7K and bringing the position to 8,954 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Carson Wealth (CWM LLC) first reported a position in SNDR in Q2 2018 and has held it in 30 quarters since. The position peaked at $404K in Q2 2018. 297 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,954 shares of Schneider National worth $236K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 170 Schneider National shares in Q1 2026, an estimated $4.7K.
  • Schneider National made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2584 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schneider National in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Schneider National position peaked at $404K in Q2 2018.
  • 297 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.