Cornerstone Planning Group’s Schneider National SNDR Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-9	Closed	-$344	–	1448
2026 Q2	$344	Hold	9	–	–	﹤0.01%	1765
2026 Q1	$271	Hold	9	–	–	﹤0.01%	1750
2025 Q4	$272	Buy	+9	New	+$212	﹤0.01%	1621
2025 Q2	–	Sell	-182	Closed	-$4.07K	–	1674
2025 Q1	$4.07K	Buy	182 +170	+1,417%	+$4.61K	﹤0.01%	786
2024 Q4	$358	Hold	12	–	–	﹤0.01%	1235
2024 Q3	$341	Buy	+12	New	+$317	﹤0.01%	1168
2023 Q3	–	Sell	-36	Closed	-$1.03K	–	1294
2023 Q2	$1.03K	Buy	+36	New	+$958	﹤0.01%	1341
2022 Q4	$572	Buy	+23	New	+$538	﹤0.01%	1440

Other funds holding SNDR

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Planning Group's SNDR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Schneider National (SNDR) in Q3 2026, closing a stake of 9 shares — an estimated $344 sold.

Cornerstone Planning Group first reported a position in SNDR in Q4 2022 and held it in 8 quarters. The position peaked at $4.07K in Q1 2025. 45 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

Cornerstone Planning Group reported no remaining Schneider National position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 9 Schneider National shares in Q3 2026, an estimated $344.
Cornerstone Planning Group first reported a position in Schneider National in Q4 2022 and held it in 8 quarters.
Cornerstone Planning Group's Schneider National position peaked at $4.07K in Q1 2025.
45 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.