Nicolet Advisory Services’s Schneider National SNDR Stock Holding History

Nicolet 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	$512K	Buy	+17,802	New	+$420K	0.03%	224
2023 Q4	–	Sell	-8,939	Closed	-$239K	–	336
2023 Q3	$239K	Sell	8,939 -766	-8%	-$22.3K	0.03%	265
2023 Q2	$270K	Sell	9,705 -174	-2%	-$4.63K	0.03%	247
2023 Q1	$255K	Buy	9,879 +456	+5%	+$12.3K	0.03%	231
2022 Q4	$234K	Buy	+9,423	New	+$220K	0.03%	209
2022 Q1	–	Sell	-12,146	Closed	-$327K	–	214
2021 Q4	$327K	Buy	12,146 +1,397	+13%	+$35.1K	0.04%	145
2021 Q3	$244K	Buy	10,749 +1	+0%	+$22	0.03%	174
2021 Q2	$234K	Buy	10,748 +1,102	+11%	+$26.7K	0.03%	170
2021 Q1	$241K	Sell	9,646 -99	-1%	-$2.31K	0.03%	153
2020 Q4	$202K	Buy	9,745 +79	+0.8%	+$1.77K	0.03%	164
2020 Q3	$239K	Sell	9,666 -106	-1%	-$2.74K	0.04%	142
2020 Q2	$241K	Sell	9,772 -440	-4%	-$9.68K	0.04%	172
2020 Q1	$198K	Sell	10,212 -2,348	-19%	-$48.6K	0.03%	187
2019 Q4	$274K	Buy	12,560 +493	+4%	+$11.1K	0.04%	141
2019 Q3	$262K	Buy	12,067 +4	+0%	+$79	0.04%	139
2019 Q2	$220K	Buy	12,063 +828	+7%	+$16K	0.03%	146
2019 Q1	$236K	Buy	+11,235	New	+$240K	0.04%	132

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

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

Nicolet Advisory Services opened a new position in Schneider National (SNDR) in Q4 2025: 17,802 shares worth $512K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings. This is a return to the name: Nicolet Advisory Services previously reported a position in SNDR as recently as Q3 2023.

Nicolet Advisory Services first reported a position in SNDR in Q1 2019 and has held it in 17 quarters since. 290 funds tracked by Wall St. Rank hold SNDR as of Q4 2025.

Nicolet Advisory Services held 17,802 shares of Schneider National worth $512K as of Q4 2025.
Schneider National was a new Nicolet Advisory Services position in Q4 2025.
Schneider National made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #224 holding.
Nicolet Advisory Services first reported a position in Schneider National in Q1 2019 and has held it in 17 quarters since.
290 funds tracked by Wall St. Rank held Schneider National as of Q4 2025.

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