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Root Financial Partners’s Schneider National SNDR Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-565
Closed -$14.9K – 2755
2026
Q1 		$14.9K Buy
565
+302
+115% +$8.36K ﹤0.01% 1488
2025
Q4 		$6.98K Sell
263
-8
-3% -$189 ﹤0.01% 1650
2025
Q3 		$5.73K Buy
+271
New +$6.63K ﹤0.01% 1671

Other funds holding SNDR

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Sagewood Asset Management New York $442M AUM
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Root Financial Partners's SNDR Position: Q2 2026 in Review

Root Financial Partners sold out of Schneider National (SNDR) in Q2 2026, closing a stake of 565 shares — an estimated $14.9K sold.

Root Financial Partners first reported a position in SNDR in Q3 2025 and held it in 3 quarters. The position peaked at $14.9K in Q1 2026. 80 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • Root Financial Partners reported no remaining Schneider National position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 565 Schneider National shares in Q2 2026, an estimated $14.9K.
  • Root Financial Partners first reported a position in Schneider National in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Schneider National position peaked at $14.9K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.