Glassman Wealth Services’s Schneider National SNDR Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-33	Closed	-$840	–	1559
2023 Q4	$840	Buy	33 +1	+3%	+$25	﹤0.01%	1595
2023 Q3	$886	Hold	32	–	–	﹤0.01%	1586
2023 Q2	$919	Hold	32	–	–	﹤0.01%	1468
2023 Q1	$856	Hold	32	–	–	﹤0.01%	1480
2022 Q4	$749	Sell	32 -7	-18%	-$164	﹤0.01%	1513
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	1525
2022 Q2	$1K	Sell	39 -38	-49%	-$877	﹤0.01%	1533
2022 Q1	$2K	Hold	77	–	–	﹤0.01%	1265
2021 Q4	$2K	Buy	77 +15	+24%	+$376	﹤0.01%	1240
2021 Q3	$1K	Buy	+62	New	+$1.37K	﹤0.01%	1459
2020 Q4	–	Sell	-25	Closed	-$1K	–	1504
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	1227
2020 Q2	$1K	Buy	+25	New	+$550	﹤0.01%	1104

Other funds holding SNDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Glassman Wealth Services's SNDR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Schneider National (SNDR) in Q1 2024, closing a stake of 33 shares — an estimated $840 sold.

Glassman Wealth Services first reported a position in SNDR in Q2 2020 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 254 funds tracked by Wall St. Rank hold SNDR as of Q1 2024.

Glassman Wealth Services reported no remaining Schneider National position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 33 Schneider National shares in Q1 2024, an estimated $840.
Glassman Wealth Services first reported a position in Schneider National in Q2 2020 and held it in 12 quarters.
Glassman Wealth Services's Schneider National position peaked at $2K in Q1 2022.
254 funds tracked by Wall St. Rank held Schneider National as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.