Steward Financial Group’s Schneider National SNDR Stock Holding History

Steward Financial 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
2023 Q3	$4K	Buy	+158	New	+$4.6K	﹤0.01%	764
2023 Q2	–	Sell	-121	Closed	-$3K	–	926
2023 Q1	$3K	Buy	121 +53	+78%	+$1.43K	﹤0.01%	438
2022 Q4	$1K	Buy	+68	New	+$1.59K	﹤0.01%	476
2022 Q3	–	Sell	-76	Closed	-$1K	–	1134
2022 Q2	$1K	Buy	+76	New	+$1.75K	﹤0.01%	862

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Steward Financial Group's SNDR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Schneider National (SNDR) in Q3 2023: 158 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SNDR as recently as Q1 2023.

Steward Financial Group first reported a position in SNDR in Q2 2022 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold SNDR as of Q3 2023.

Steward Financial Group held 158 shares of Schneider National worth $4K as of Q3 2023.
Schneider National was a new Steward Financial Group position in Q3 2023.
Schneider National made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #764 holding.
Steward Financial Group first reported a position in Schneider National in Q2 2022 and has held it in 4 quarters since.
249 funds tracked by Wall St. Rank held Schneider National as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.