Creative Planning’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
26,922
-6,408
| -19% | -$155K | ﹤0.01% | 2229 |
|
|
2025
Q1 | $762K | Sell |
33,330
-2,463
| -7% | -$56.3K | ﹤0.01% | 1937 |
|
|
2024
Q4 | $1.05M | Buy |
35,793
+8,017
| +29% | +$235K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $793K | Buy |
27,776
+2,205
| +9% | +$62.9K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $618K | Buy |
25,571
+15,983
| +167% | +$386K | ﹤0.01% | 1780 |
|
|
2024
Q1 | $217K | Buy |
9,588
+804
| +9% | +$18.2K | ﹤0.01% | 2503 |
|
|
2023
Q4 | $224K | Sell |
8,784
-701
| -7% | -$17.8K | ﹤0.01% | 2324 |
|
|
2023
Q3 | $263K | Buy |
9,485
+1,635
| +21% | +$45.3K | ﹤0.01% | 2034 |
|
|
2023
Q2 | $225K | Buy |
+7,850
| New | +$225K | ﹤0.01% | 2117 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$22K | – | 3342 |
|
|
2017
Q2 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 3096 |
|