Covestor
SNDR icon

Covestor’s Schneider National SNDR Stock Holding History

Covestor’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 		$28K Sell
892
-1,325
-60% -$46.5K 0.02% 984
2026
Q2 		$81K Sell
2,217
-61
-3% -$1.99K 0.05% 492
2026
Q1 		$60K Sell
2,278
-6,369
-74% -$176K 0.04% 592
2025
Q4 		$230K Buy
8,647
+3,130
+57% +$73.9K 0.12% 172
2025
Q3 		$117K Buy
5,517
+107
+2% +$2.62K 0.06% 490
2025
Q2 		$131K Buy
5,410
+1,681
+45% +$39K 0.08% 396
2025
Q1 		$85K Sell
3,729
-1,339
-26% -$36.3K 0.06% 585
2024
Q4 		$149K Sell
5,068
-1,192
-19% -$35.4K 0.09% 293
2024
Q3 		$178K Sell
6,260
-2,159
-26% -$57.1K 0.11% 225
2024
Q2 		$203K Buy
8,419
+758
+10% +$16.8K 0.13% 158
2024
Q1 		$173K Buy
7,661
+2,617
+52% +$62K 0.11% 217
2023
Q4 		$128K Sell
5,044
-322
-6% -$7.94K 0.09% 343
2023
Q3 		$149K Sell
5,366
-104
-2% -$3.03K 0.11% 222
2023
Q2 		$158K Buy
5,470
+143
+3% +$3.81K 0.12% 209
2023
Q1 		$143K Buy
5,327
+100
+2% +$2.7K 0.12% 212
2022
Q4 		$122K Buy
5,227
+5,059
+3,011% +$118K 0.1% 304
2022
Q3 		$3K Sell
168
-156
-48% -$3.62K ﹤0.01% 1646
2022
Q2 		$7K Buy
324
+7
+2% +$161 0.01% 1330
2022
Q1 		$8K Buy
317
+66
+26% +$1.72K 0.01% 1392
2021
Q4 		$7K Buy
+251
New +$6.3K 0.01% 1172

Other funds holding SNDR

Blueprint Financial Advisors
Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return
Crystal Rock Capital Management
Crystal Rock Capital Management Bannockburn, Illinois $190M AUM 31.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Covestor's SNDR Position: Q3 2026 in Review

Covestor reduced its Schneider National (SNDR) stake by 60% in Q3 2026, selling an estimated $46.5K and leaving 892 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #984.

Covestor first reported a position in SNDR in Q4 2021 and has held it in 20 quarters since. The position peaked at $230K in Q4 2025. 98 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

  • Covestor held 892 shares of Schneider National worth $28K as of Q3 2026.
  • Covestor sold 1,325 Schneider National shares in Q3 2026, an estimated $46.5K.
  • Schneider National made up 0.02% of Covestor's portfolio in Q3 2026, its #984 holding.
  • Covestor first reported a position in Schneider National in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Schneider National position peaked at $230K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.