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Retirement Wealth Solutions’s Schneider National SNDR Stock Holding History

Retirement Wealth 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
Q3 		– Sell
-186
Closed -$4.49K – 854
2025
Q2 		$4.49K Sell
186
-351
-65% -$8.15K ﹤0.01% 315
2025
Q1 		$12.3K Hold
537
– – 0.01% 199
2024
Q4 		$15.2K Buy
+537
New +$16K 0.01% 176

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Retirement Wealth Solutions's SNDR Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of Schneider National (SNDR) in Q3 2025, closing a stake of 186 shares — an estimated $4.49K sold.

Retirement Wealth Solutions first reported a position in SNDR in Q4 2024 and held it in 3 quarters. The position peaked at $15.2K in Q4 2024. 286 funds tracked by Wall St. Rank hold SNDR as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining Schneider National position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 186 Schneider National shares in Q3 2025, an estimated $4.49K.
  • Retirement Wealth Solutions first reported a position in Schneider National in Q4 2024 and held it in 3 quarters.
  • Retirement Wealth Solutions's Schneider National position peaked at $15.2K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Schneider National as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.