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EP Wealth Advisors’s Schneider National SNDR Stock Holding History

EP Wealth Advisors’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 		$329K Buy
+8,997
New +$293K ﹤0.01% 1236

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

EP Wealth Advisors's SNDR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Schneider National (SNDR) in Q2 2026: 8,997 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings.

339 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • EP Wealth Advisors held 8,997 shares of Schneider National worth $329K as of Q2 2026.
  • Schneider National was a new EP Wealth Advisors position in Q2 2026.
  • Schneider National made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1236 holding.
  • 339 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.