Copeland Capital Management’s Schneider National SNDR Stock Holding History

Copeland Capital Management’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 Q3	–	Sell	-58	Closed	-$1.42K	–	292
2025 Q2	$1.42K	Sell	58 -1,572,469	-100%	-$36.5M	﹤0.01%	278
2025 Q1	$35.9M	Sell	1,572,527 -50,447	-3%	-$1.37M	0.72%	56
2024 Q4	$47.5M	Buy	1,622,974 +38,796	+2%	+$1.15M	0.88%	49
2024 Q3	$45.2M	Buy	1,584,178 +4,458	+0.3%	+$118K	0.79%	54
2024 Q2	$38.2M	Buy	1,579,720 +285,335	+22%	+$6.31M	0.71%	58
2024 Q1	$29.3M	Buy	1,294,385 +801,376	+163%	+$19M	0.53%	74
2023 Q4	$12.5M	Buy	+493,009	New	+$12.2M	0.25%	107

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

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

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

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

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

GKIM

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

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

DRZID

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

Copeland Capital Management's SNDR Position: Q3 2025 in Review

Copeland Capital Management sold out of Schneider National (SNDR) in Q3 2025, closing a stake of 58 shares — an estimated $1.42K sold.

Copeland Capital Management first reported a position in SNDR in Q4 2023 and held it in 7 quarters. The position peaked at $47.5M in Q4 2024. 286 funds tracked by Wall St. Rank hold SNDR as of Q3 2025.

Copeland Capital Management reported no remaining Schneider National position as of Q3 2025 after selling out during the quarter.
Copeland Capital Management sold 58 Schneider National shares in Q3 2025, an estimated $1.42K.
Copeland Capital Management first reported a position in Schneider National in Q4 2023 and held it in 7 quarters.
Copeland Capital Management's Schneider National position peaked at $47.5M in Q4 2024.
286 funds tracked by Wall St. Rank held Schneider National as of Q3 2025.

Based on Copeland Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.