Steward Partners Investment Advisory’s Schneider National SNDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.68K Hold
401
﹤0.01% 3229
2025
Q1
$9.16K Hold
401
﹤0.01% 3137
2024
Q4
$11.7K Buy
401
+72
+22% +$2.11K ﹤0.01% 3035
2024
Q3
$9.39K Sell
329
-15
-4% -$428 ﹤0.01% 2970
2024
Q2
$8.31K Buy
344
+15
+5% +$362 ﹤0.01% 2883
2024
Q1
$7.45K Hold
329
﹤0.01% 2917
2023
Q4
$8.37K Hold
329
﹤0.01% 2774
2023
Q3
$9.11K Hold
329
﹤0.01% 2631
2023
Q2
$9.45K Hold
329
﹤0.01% 2586
2023
Q1
$8.8K Hold
329
﹤0.01% 2584
2022
Q4
$7.7K Buy
329
+132
+67% +$3.09K ﹤0.01% 2617
2022
Q3
$4K Buy
+197
New +$4K ﹤0.01% 2880
2021
Q3
Sell
-600
Closed -$13K 3317
2021
Q2
$13K Hold
600
﹤0.01% 5664
2021
Q1
$15K Buy
+600
New +$15K ﹤0.01% 2597
2020
Q2
Sell
-350
Closed -$6K 2743
2020
Q1
$6K Hold
350
﹤0.01% 2041
2019
Q4
$7K Buy
350
+2
+0.6% +$40 ﹤0.01% 2157
2019
Q3
$7K Hold
348
﹤0.01% 2154
2019
Q2
$6K Buy
+348
New +$6K ﹤0.01% 2173
2018
Q4
Sell
-260
Closed -$6K 1945
2018
Q3
$6K Hold
260
﹤0.01% 2073
2018
Q2
$7K Hold
260
﹤0.01% 1886
2018
Q1
$6K Sell
260
-332
-56% -$7.66K ﹤0.01% 1741
2017
Q4
$16K Buy
+592
New +$16K ﹤0.01% 1208