IMA Advisory Services’s Schneider National SNDR Stock Holding History

IMA Advisory 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
2025 Q4	–	Sell	-9	Closed	-$191	–	1014
2025 Q3	$191	Hold	9	–	–	﹤0.01%	507
2025 Q2	$218	Buy	+9	New	+$209	﹤0.01%	473

Other funds holding SNDR

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

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

IMA Advisory Services's SNDR Position: Q4 2025 in Review

IMA Advisory Services sold out of Schneider National (SNDR) in Q4 2025, closing a stake of 9 shares — an estimated $191 sold.

IMA Advisory Services first reported a position in SNDR in Q2 2025 and held it in 2 quarters. The position peaked at $218 in Q2 2025. 290 funds tracked by Wall St. Rank hold SNDR as of Q4 2025.

IMA Advisory Services reported no remaining Schneider National position as of Q4 2025 after selling out during the quarter.
IMA Advisory Services sold 9 Schneider National shares in Q4 2025, an estimated $191.
IMA Advisory Services first reported a position in Schneider National in Q2 2025 and held it in 2 quarters.
IMA Advisory Services's Schneider National position peaked at $218 in Q2 2025.
290 funds tracked by Wall St. Rank held Schneider National as of Q4 2025.

Based on IMA Advisory Services's 13F filing for Q4 2025, filed 11 Feb 2026.