EWA
SNDR icon

EverSource Wealth Advisors’s Schneider National SNDR Stock Holding History

EverSource 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 		$48.7K Sell
1,332
-184
-12% -$6K ﹤0.01% 1792
2026
Q1 		$40K Buy
1,516
+489
+48% +$13.5K ﹤0.01% 2060
2025
Q4 		$27.2K Sell
1,027
-354
-26% -$8.36K ﹤0.01% 2178
2025
Q3 		$29.2K Buy
1,381
+394
+40% +$9.63K ﹤0.01% 2081
2025
Q2 		$23.8K Buy
987
+404
+69% +$9.38K ﹤0.01% 2167
2025
Q1 		$13.3K Buy
583
+7
+1% +$190 ﹤0.01% 1939
2024
Q4 		$16.9K Sell
576
-15
-3% -$446 ﹤0.01% 1723
2024
Q3 		$16.9K Buy
591
+16
+3% +$423 ﹤0.01% 1581
2024
Q2 		$15.5K Buy
575
+30
+6% +$663 ﹤0.01% 1629
2024
Q1 		$11.3K Buy
545
+364
+201% +$8.63K ﹤0.01% 1626
2023
Q4 		$4.61K Sell
181
-3
-2% -$74 ﹤0.01% 1891
2023
Q3 		$5.09K Hold
184
– – ﹤0.01% 1708
2023
Q2 		$5.29K Buy
184
+144
+360% +$3.83K ﹤0.01% 1716
2023
Q1 		$1.07K Hold
40
– – ﹤0.01% 2097
2022
Q4 		$936 Hold
40
– – ﹤0.01% 2113
2022
Q3 		$1K Buy
+40
New +$929 ﹤0.01% 1889

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

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

EverSource Wealth Advisors reduced its Schneider National (SNDR) stake by 12% in Q2 2026, selling an estimated $6K and leaving 1,332 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

EverSource Wealth Advisors first reported a position in SNDR in Q3 2022 and has held it in 16 quarters since. 339 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • EverSource Wealth Advisors held 1,332 shares of Schneider National worth $48.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 184 Schneider National shares in Q2 2026, an estimated $6K.
  • Schneider National made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1792 holding.
  • EverSource Wealth Advisors first reported a position in Schneider National in Q3 2022 and has held it in 16 quarters since.
  • 339 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.