JFS Wealth Advisors’s Schneider National SNDR Stock Holding History

JFS 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	$3.62K	Buy	99 +18	+22%	+$587	﹤0.01%	1406
2026 Q1	$2.14K	Buy	81 +10	+14%	+$277	﹤0.01%	1484
2025 Q4	$1.89K	Buy	71 +43	+154%	+$1.01K	﹤0.01%	1564
2025 Q3	$593	Buy	28 +10	+56%	+$245	﹤0.01%	1732
2025 Q2	$435	Sell	18 -48	-73%	-$1.11K	﹤0.01%	1719
2025 Q1	$1.51K	Sell	66 -14	-18%	-$379	﹤0.01%	1562
2024 Q4	$2.34K	Sell	80 -2	-2%	-$59	﹤0.01%	1411
2024 Q3	$2.34K	Buy	82 +18	+28%	+$476	﹤0.01%	1418
2024 Q2	$1.55K	Hold	64	–	–	﹤0.01%	1532
2024 Q1	$1.45K	Sell	64 -12	-16%	-$284	﹤0.01%	1552
2023 Q4	$1.94K	Sell	76 -15	-16%	-$370	﹤0.01%	1454
2023 Q3	$2.52K	Buy	91 +3	+3%	+$87	﹤0.01%	1274
2023 Q2	$2.53K	Sell	88 -13	-13%	-$346	﹤0.01%	1298
2023 Q1	$2.7K	Buy	101 +3	+3%	+$81	﹤0.01%	1246
2022 Q4	$2.29K	Buy	98 +6	+7%	+$140	﹤0.01%	1323
2022 Q3	$2K	Buy	92 +39	+74%	+$906	﹤0.01%	1393
2022 Q2	$1K	Sell	53 -23	-30%	-$531	﹤0.01%	1638
2022 Q1	$2K	Buy	76 +43	+130%	+$1.12K	﹤0.01%	1491
2021 Q4	$1K	Buy	+33	New	+$828	﹤0.01%	1554

Other funds holding SNDR

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

JFS Wealth Advisors increased its Schneider National (SNDR) stake by 22% in Q2 2026, buying an estimated $587 and bringing the position to 99 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

JFS Wealth Advisors first reported a position in SNDR in Q4 2021 and has held it in 19 quarters since. 25 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

JFS Wealth Advisors held 99 shares of Schneider National worth $3.62K as of Q2 2026.
JFS Wealth Advisors bought 18 Schneider National shares in Q2 2026, an estimated $587.
Schneider National made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1406 holding.
JFS Wealth Advisors first reported a position in Schneider National in Q4 2021 and has held it in 19 quarters since.
25 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.