EFG
SNDR icon

Everhart Financial Group’s Schneider National SNDR Stock Holding History

Everhart Financial 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
2025
Q1 		– Sell
-8,349
Closed -$244K – 347
2024
Q4 		$244K Buy
+8,349
New +$248K 0.05% 281

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Everhart Financial Group's SNDR Position: Q1 2025 in Review

Everhart Financial Group sold out of Schneider National (SNDR) in Q1 2025, closing a stake of 8,349 shares — an estimated $244K sold.

Everhart Financial Group first reported a position in SNDR in Q4 2024 and held it in 1 quarter. The position peaked at $244K in Q4 2024. 279 funds tracked by Wall St. Rank hold SNDR as of Q1 2025.

  • Everhart Financial Group reported no remaining Schneider National position as of Q1 2025 after selling out during the quarter.
  • Everhart Financial Group sold 8,349 Schneider National shares in Q1 2025, an estimated $244K.
  • Everhart Financial Group first reported a position in Schneider National in Q4 2024 and held it in 1 quarter.
  • Everhart Financial Group's Schneider National position peaked at $244K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Schneider National as of Q1 2025.

Based on Everhart Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.