Orion Portfolio Solutions’s Schneider National SNDR Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.38M	Buy	60,225 +4,102	+7%	+$111K	0.01%	910
2024 Q4	$1.64M	Buy	56,123 +916	+2%	+$27.2K	0.02%	795
2024 Q3	$1.58M	Buy	55,207 +18,908	+52%	+$500K	0.02%	820
2024 Q2	$877K	Sell	36,299 -2,717	-7%	-$60.1K	0.01%	1044
2024 Q1	$883K	Sell	39,016 -1,648	-4%	-$39.1K	0.01%	1042
2023 Q4	$1.02M	Sell	40,664 -4,828	-11%	-$119K	0.01%	930
2023 Q3	$1.26M	Sell	45,492 -2,034	-4%	-$59.2K	0.02%	821
2023 Q2	$1.36M	Sell	47,526 -3,742	-7%	-$99.6K	0.01%	817
2023 Q1	$1.37M	Buy	+51,268	New	+$1.38M	0.02%	744
2020 Q3	–	Sell	-18	Closed	–	–	1794
2020 Q2	$0	Hold	18	–	–	﹤0.01%	2439
2020 Q1	$0	Sell	18 -92	-84%	-$1.91K	﹤0.01%	2272
2019 Q4	$2K	Buy	+110	New	+$2.48K	﹤0.01%	1554

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Orion Portfolio Solutions's SNDR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Schneider National (SNDR) stake by 7.3% in Q1 2025, buying an estimated $111K and bringing the position to 60,225 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #910.

Orion Portfolio Solutions first reported a position in SNDR in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.64M in Q4 2024. 280 funds tracked by Wall St. Rank hold SNDR as of Q1 2025.

Orion Portfolio Solutions held 60,225 shares of Schneider National worth $1.38M as of Q1 2025.
Orion Portfolio Solutions bought 4,102 Schneider National shares in Q1 2025, an estimated $111K.
Schneider National made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #910 holding.
Orion Portfolio Solutions first reported a position in Schneider National in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Schneider National position peaked at $1.64M in Q4 2024.
280 funds tracked by Wall St. Rank held Schneider National as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.