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Coastline Complete Wealth’s Schneider National SNDR Stock Holding History

Coastline Complete 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 		– Sell
-10,360
Closed -$275K – 59
2025
Q4 		$275K Buy
+10,360
New +$245K 0.17% 44

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

Coastline Complete Wealth's SNDR Position: Q1 2026 in Review

Coastline Complete Wealth sold out of Schneider National (SNDR) in Q1 2026, closing a stake of 10,360 shares — an estimated $275K sold.

Coastline Complete Wealth first reported a position in SNDR in Q4 2025 and held it in 1 quarter. The position peaked at $275K in Q4 2025. 297 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • Coastline Complete Wealth reported no remaining Schneider National position as of Q1 2026 after selling out during the quarter.
  • Coastline Complete Wealth sold 10,360 Schneider National shares in Q1 2026, an estimated $275K.
  • Coastline Complete Wealth first reported a position in Schneider National in Q4 2025 and held it in 1 quarter.
  • Coastline Complete Wealth's Schneider National position peaked at $275K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.