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Provenance Wealth Advisors’s Schneider National SNDR Stock Holding History

Provenance Wealth Advisors’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
-33
Closed -$754 – 530
2025
Q1 		$754 Hold
33
– – ﹤0.01% 492
2024
Q4 		$966 Hold
33
– – ﹤0.01% 497
2024
Q3 		$942 Hold
33
– – ﹤0.01% 539
2024
Q2 		$797 Hold
33
– – ﹤0.01% 467
2024
Q1 		$747 Hold
33
– – ﹤0.01% 504
2023
Q4 		$840 Sell
33
-1
-3% -$25 ﹤0.01% 544
2023
Q3 		$941 Buy
+34
New +$989 ﹤0.01% 408

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

Provenance Wealth Advisors's SNDR Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Schneider National (SNDR) in Q2 2025, closing a stake of 33 shares — an estimated $754 sold.

Provenance Wealth Advisors first reported a position in SNDR in Q3 2023 and held it in 7 quarters. The position peaked at $966 in Q4 2024. 266 funds tracked by Wall St. Rank hold SNDR as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Schneider National position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 33 Schneider National shares in Q2 2025, an estimated $754.
  • Provenance Wealth Advisors first reported a position in Schneider National in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Schneider National position peaked at $966 in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Schneider National as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.