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Mount Yale Investment Advisors’s Schneider National SNDR Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-1,526
Closed -$36.9K – 1469
2025
Q2 		$36.9K Buy
+1,526
New +$35.4K ﹤0.01% 896

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Mount Yale Investment Advisors's SNDR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Schneider National (SNDR) in Q3 2025, closing a stake of 1,526 shares — an estimated $36.9K sold.

Mount Yale Investment Advisors first reported a position in SNDR in Q2 2025 and held it in 1 quarter. The position peaked at $36.9K in Q2 2025. 286 funds tracked by Wall St. Rank hold SNDR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Schneider National position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,526 Schneider National shares in Q3 2025, an estimated $36.9K.
  • Mount Yale Investment Advisors first reported a position in Schneider National in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Schneider National position peaked at $36.9K in Q2 2025.
  • 286 funds tracked by Wall St. Rank held Schneider National as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.