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
2026
Q1 		$3.36M Buy
127,508
+25,126
+25% +$695K ﹤0.01% 1485
2025
Q4 		$2.72M Buy
102,382
+61,331
+149% +$1.45M ﹤0.01% 1459
2025
Q3 		$869K Buy
41,051
+14,129
+52% +$346K ﹤0.01% 2245
2025
Q2 		$650K Sell
26,922
-6,408
-19% -$149K ﹤0.01% 2234
2025
Q1 		$762K Sell
33,330
-2,463
-7% -$66.7K ﹤0.01% 1942
2024
Q4 		$1.05M Buy
35,793
+8,017
+29% +$238K ﹤0.01% 1609
2024
Q3 		$793K Buy
27,776
+2,205
+9% +$58.3K ﹤0.01% 1706
2024
Q2 		$618K Buy
25,571
+15,983
+167% +$353K ﹤0.01% 1785
2024
Q1 		$217K Buy
9,588
+804
+9% +$19.1K ﹤0.01% 2513
2023
Q4 		$224K Sell
8,784
-701
-7% -$17.3K ﹤0.01% 2331
2023
Q3 		$263K Buy
9,485
+1,635
+21% +$47.6K ﹤0.01% 2040
2023
Q2 		$225K Buy
+7,850
New +$209K ﹤0.01% 2127
2017
Q3 		– Sell
-1,000
Closed -$22K – 3439
2017
Q2 		$22K Buy
+1,000
New +$19.8K ﹤0.01% 3128

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Creative Planning's SNDR Position: Q1 2026 in Review

Creative Planning increased its Schneider National (SNDR) stake by 25% in Q1 2026, buying an estimated $695K and bringing the position to 127,508 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Creative Planning first reported a position in SNDR in Q2 2017 and has held it in 13 quarters since. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • Creative Planning held 127,508 shares of Schneider National worth $3.36M as of Q1 2026.
  • Creative Planning bought 25,126 Schneider National shares in Q1 2026, an estimated $695K.
  • Schneider National made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1485 holding.
  • Creative Planning first reported a position in Schneider National in Q2 2017 and has held it in 13 quarters since.
  • 296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.