N.E.W. Advisory Services’s Schneider National SNDR Stock Holding History

N.E.W. 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
2026 Q2	$173K	Sell	4,743 -257	-5%	-$8.38K	0.01%	238
2026 Q1	$132K	Buy	5,000 +1	+0%	+$28	0.01%	256
2025 Q4	$133K	Sell	4,999 -157	-3%	-$3.71K	0.01%	246
2025 Q3	$109K	Sell	5,156 -666	-11%	-$16.3K	0.01%	238
2025 Q2	$141K	Sell	5,822 -2,956	-34%	-$68.7K	0.01%	215
2025 Q1	$201K	Buy	+8,778	New	+$238K	0.02%	203

Other funds holding SNDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

N.E.W. Advisory Services's SNDR Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Schneider National (SNDR) stake by 5.1% in Q2 2026, selling an estimated $8.38K and leaving 4,743 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #238.

N.E.W. Advisory Services first reported a position in SNDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $201K in Q1 2025. 184 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

N.E.W. Advisory Services held 4,743 shares of Schneider National worth $173K as of Q2 2026.
N.E.W. Advisory Services sold 257 Schneider National shares in Q2 2026, an estimated $8.38K.
Schneider National made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #238 holding.
N.E.W. Advisory Services first reported a position in Schneider National in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Schneider National position peaked at $201K in Q1 2025.
184 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.