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Crestwood Advisors Group’s Schneider National SNDR Stock Holding History

Crestwood Advisors 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
Q2 		$394K Buy
10,792
+153
+1% +$4.99K 0.01% 574
2026
Q1 		$280K Buy
10,639
+2,966
+39% +$82.1K ﹤0.01% 610
2025
Q4 		$204K Buy
+7,673
New +$181K ﹤0.01% 665

Other funds holding SNDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Crestwood Advisors Group's SNDR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Schneider National (SNDR) stake by 1.4% in Q2 2026, buying an estimated $4.99K and bringing the position to 10,792 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #574.

Crestwood Advisors Group first reported a position in SNDR in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • Crestwood Advisors Group held 10,792 shares of Schneider National worth $394K as of Q2 2026.
  • Crestwood Advisors Group bought 153 Schneider National shares in Q2 2026, an estimated $4.99K.
  • Schneider National made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #574 holding.
  • Crestwood Advisors Group first reported a position in Schneider National in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.