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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
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 $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

Crestwood Advisors Group's SNDR Position: Q1 2026 in Review

Crestwood Advisors Group increased its Schneider National (SNDR) stake by 39% in Q1 2026, buying an estimated $82.1K and bringing the position to 10,639 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Crestwood Advisors Group first reported a position in SNDR in Q4 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • Crestwood Advisors Group held 10,639 shares of Schneider National worth $280K as of Q1 2026.
  • Crestwood Advisors Group bought 2,966 Schneider National shares in Q1 2026, an estimated $82.1K.
  • Schneider National made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #610 holding.
  • Crestwood Advisors Group first reported a position in Schneider National in Q4 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.