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SHP Wealth Management’s Schneider National SNDR Stock Holding History

SHP Wealth Management’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
Q1 		$3.03K Buy
115
+57
+98% +$1.58K ﹤0.01% 1186
2025
Q4 		$1.54K Buy
+58
New +$1.37K ﹤0.01% 1180

Other funds holding SNDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SHP Wealth Management's SNDR Position: Q1 2026 in Review

SHP Wealth Management increased its Schneider National (SNDR) stake by 98% in Q1 2026, buying an estimated $1.58K and bringing the position to 115 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

SHP Wealth Management first reported a position in SNDR in Q4 2025 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • SHP Wealth Management held 115 shares of Schneider National worth $3.03K as of Q1 2026.
  • SHP Wealth Management bought 57 Schneider National shares in Q1 2026, an estimated $1.58K.
  • Schneider National made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1186 holding.
  • SHP Wealth Management first reported a position in Schneider National in Q4 2025 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.