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

Steward Partners Investment Advisory’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	$1.21K	Sell	33 -296	-90%	-$9.65K	﹤0.01%	4339
2026 Q1	$8.67K	Hold	329	–	–	﹤0.01%	3613
2025 Q4	$8.73K	Sell	329 -72	-18%	-$1.7K	﹤0.01%	3495
2025 Q3	$8.48K	Hold	401	–	–	﹤0.01%	3467
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%	+$2.14K	﹤0.01%	3035
2024 Q3	$9.39K	Sell	329 -15	-4%	-$397	﹤0.01%	2970
2024 Q2	$8.31K	Buy	344 +15	+5%	+$332	﹤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	+$4.57K	﹤0.01%	2880
2021 Q3	–	Sell	-600	Closed	-$13K	–	3316
2021 Q2	$13K	Hold	600	–	–	﹤0.01%	5666
2021 Q1	$15K	Buy	+600	New	+$14K	﹤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%	+$45	﹤0.01%	2157
2019 Q3	$7K	Hold	348	–	–	﹤0.01%	2154
2019 Q2	$6K	Buy	+348	New	+$6.74K	﹤0.01%	2173
2018 Q4	–	Sell	-260	Closed	-$6K	–	1942
2018 Q3	$6K	Hold	260	–	–	﹤0.01%	2073
2018 Q2	$7K	Hold	260	–	–	﹤0.01%	1886
2018 Q1	$6K	Sell	260 -332	-56%	-$9.13K	﹤0.01%	1741
2017 Q4	$16K	Buy	+592	New	+$15.3K	﹤0.01%	1208

Other funds holding SNDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Steward Partners Investment Advisory's SNDR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Schneider National (SNDR) stake by 90% in Q2 2026, selling an estimated $9.65K and leaving 33 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4339.

Steward Partners Investment Advisory first reported a position in SNDR in Q4 2017 and has held it in 26 quarters since. The position peaked at $16K in Q4 2017. 339 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

Steward Partners Investment Advisory held 33 shares of Schneider National worth $1.21K as of Q2 2026.
Steward Partners Investment Advisory sold 296 Schneider National shares in Q2 2026, an estimated $9.65K.
Schneider National made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4339 holding.
Steward Partners Investment Advisory first reported a position in Schneider National in Q4 2017 and has held it in 26 quarters since.
Steward Partners Investment Advisory's Schneider National position peaked at $16K in Q4 2017.
339 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.