Concourse Financial Group Securities’s Schneider National SNDR Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-992	Closed	-$29.6K	–	1746
2024 Q4	$29.6K	Sell	992 -17	-2%	-$506	﹤0.01%	1412
2024 Q3	$28.9K	Sell	1,009 -87	-8%	-$2.3K	﹤0.01%	1404
2024 Q2	$26.6K	Buy	1,096 +217	+25%	+$4.8K	﹤0.01%	1427
2024 Q1	$20K	Buy	879 +677	+335%	+$16K	﹤0.01%	1508
2023 Q4	$5.14K	Buy	+202	New	+$4.98K	﹤0.01%	1840
2021 Q2	–	Sell	-37	Closed	-$895	–	2435
2021 Q1	$1K	Hold	37	–	–	﹤0.01%	2282
2020 Q4	$1K	Sell	37 -37	-50%	-$827	﹤0.01%	2229
2020 Q3	$2K	Hold	74	–	–	﹤0.01%	2024
2020 Q2	$2K	Sell	74 -51	-41%	-$1.12K	﹤0.01%	1937
2020 Q1	$2K	Sell	125 -3	-2%	-$62	﹤0.01%	1929
2019 Q4	$3K	Buy	128 +91	+246%	+$2.05K	﹤0.01%	1808
2019 Q3	$1K	Sell	37 -91	-71%	-$1.79K	﹤0.01%	1691
2019 Q2	$2K	Sell	128 -74	-37%	-$1.43K	﹤0.01%	2032
2019 Q1	$4K	Hold	202	–	–	﹤0.01%	1850
2018 Q4	$3K	Sell	202 -41	-17%	-$879	﹤0.01%	1851
2018 Q3	$6K	Buy	+243	New	+$6.5K	﹤0.01%	1353

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Concourse Financial Group Securities's SNDR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Schneider National (SNDR) in Q1 2025, closing a stake of 992 shares — an estimated $29.6K sold.

Concourse Financial Group Securities first reported a position in SNDR in Q3 2018 and held it in 16 quarters. The position peaked at $29.6K in Q4 2024. 280 funds tracked by Wall St. Rank hold SNDR as of Q1 2025.

Concourse Financial Group Securities reported no remaining Schneider National position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 992 Schneider National shares in Q1 2025, an estimated $29.6K.
Concourse Financial Group Securities first reported a position in Schneider National in Q3 2018 and held it in 16 quarters.
Concourse Financial Group Securities's Schneider National position peaked at $29.6K in Q4 2024.
280 funds tracked by Wall St. Rank held Schneider National as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.