Diversified Trust’s Schneider National SNDR Stock Holding History

Diversified Trust’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	$352K	Buy	+9,641	New	+$314K	0.01%	863
2023 Q2	–	Sell	-11,682	Closed	-$312K	–	896
2023 Q1	$312K	Buy	+11,682	New	+$315K	0.01%	605
2022 Q4	–	Sell	-14,502	Closed	-$294K	–	851
2022 Q3	$294K	Buy	+14,502	New	+$337K	0.01%	551
2022 Q1	–	Sell	-20,185	Closed	-$543K	–	881
2021 Q4	$543K	Buy	20,185 +6,671	+49%	+$167K	0.02%	434
2021 Q3	$307K	Buy	13,514 +419	+3%	+$9.26K	0.01%	588
2021 Q2	$285K	Buy	13,095 +3,284	+33%	+$79.5K	0.01%	564
2021 Q1	$245K	Buy	+9,811	New	+$229K	0.01%	624

Other funds holding SNDR

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Diversified Trust's SNDR Position: Q2 2026 in Review

Diversified Trust opened a new position in Schneider National (SNDR) in Q2 2026: 9,641 shares worth $352K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Diversified Trust previously reported a position in SNDR as recently as Q1 2023.

Diversified Trust first reported a position in SNDR in Q1 2021 and has held it in 7 quarters since. The position peaked at $543K in Q4 2021. 28 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

Diversified Trust held 9,641 shares of Schneider National worth $352K as of Q2 2026.
Schneider National was a new Diversified Trust position in Q2 2026.
Schneider National made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #863 holding.
Diversified Trust first reported a position in Schneider National in Q1 2021 and has held it in 7 quarters since.
Diversified Trust's Schneider National position peaked at $543K in Q4 2021.
28 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.