Creative Planning
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Creative Planning’s Schneider National SNDR Stock Holding History

Creative Planning’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
Q2 		$650K Sell
2025
Q1 		$762K Sell
2024
Q4 		$1.05M Buy
2024
Q3 		$793K Buy
2024
Q2 		$618K Buy
2024
Q1 		$217K Buy
2023
Q4 		$224K Sell
2023
Q3 		$263K Buy
2023
Q2 		$225K Buy
2017
Q3 		– Sell
2017
Q2 		$22K Buy