Private Wealth Management Group’s Schneider National SNDR Stock Holding History

Private Wealth Management Group’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 Q3	$7.33K	Hold	230	–	–	﹤0.01%	736
2026 Q2	$8.4K	Hold	230	–	–	﹤0.01%	628
2026 Q1	$6.06K	Hold	230	–	–	﹤0.01%	698
2025 Q4	$6.1K	Sell	230 -36	-14%	-$850	﹤0.01%	698
2025 Q3	$5.63K	Hold	266	–	–	﹤0.01%	746
2025 Q2	$6.42K	Hold	266	–	–	﹤0.01%	648
2025 Q1	$6.08K	Hold	266	–	–	﹤0.01%	647
2024 Q4	$7.79K	Hold	266	–	–	﹤0.01%	569
2024 Q3	$7.59K	Hold	266	–	–	﹤0.01%	558
2024 Q2	$6.43K	Buy	266 +230	+639%	+$5.08K	﹤0.01%	608
2024 Q1	$816	Hold	36	–	–	﹤0.01%	1328
2023 Q4	$917	Buy	+36	New	+$888	﹤0.01%	1317

Other funds holding SNDR

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Private Wealth Management Group's SNDR Position: Q3 2026 in Review

Private Wealth Management Group held its Schneider National (SNDR) position steady in Q3 2026 at 230 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Private Wealth Management Group first reported a position in SNDR in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.4K in Q2 2026. 72 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

Private Wealth Management Group held 230 shares of Schneider National worth $7.33K as of Q3 2026.
Private Wealth Management Group left its Schneider National share count unchanged in Q3 2026.
Schneider National made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #736 holding.
Private Wealth Management Group first reported a position in Schneider National in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Schneider National position peaked at $8.4K in Q2 2026.
72 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.