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Personal CFO Solutions’s Schneider National SNDR Stock Holding History

Personal CFO 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
Q2 		– Sell
-11,812
Closed -$270K – 507
2025
Q1 		$270K Sell
11,812
-569
-5% -$15.4K 0.05% 345
2024
Q4 		$363K Sell
12,381
-92
-0.7% -$2.74K 0.07% 264
2024
Q3 		$356K Sell
12,473
-113
-0.9% -$2.99K 0.05% 349
2024
Q2 		$304K Buy
12,586
+1,051
+9% +$23.2K 0.05% 380
2024
Q1 		$261K Buy
+11,535
New +$273K 0.04% 438

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Personal CFO Solutions's SNDR Position: Q2 2025 in Review

Personal CFO Solutions sold out of Schneider National (SNDR) in Q2 2025, closing a stake of 11,812 shares — an estimated $270K sold.

Personal CFO Solutions first reported a position in SNDR in Q1 2024 and held it in 5 quarters. The position peaked at $363K in Q4 2024. 266 funds tracked by Wall St. Rank hold SNDR as of Q2 2025.

  • Personal CFO Solutions reported no remaining Schneider National position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 11,812 Schneider National shares in Q2 2025, an estimated $270K.
  • Personal CFO Solutions first reported a position in Schneider National in Q1 2024 and held it in 5 quarters.
  • Personal CFO Solutions's Schneider National position peaked at $363K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Schneider National as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.