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Summit Trail Advisors’s Schneider National SNDR Stock Holding History

Summit Trail Advisors’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 		$1.94M Buy
73,423
+28,682
+64% +$794K 0.03% 553
2025
Q4 		$1.19M Sell
44,741
-5,394
-11% -$127K 0.02% 718
2025
Q3 		$1.07M Buy
50,135
+24,409
+95% +$597K 0.01% 799
2025
Q2 		$624K Buy
+25,726
New +$598K 0.01% 646

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $980M AUM 27.19% 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

Summit Trail Advisors's SNDR Position: Q1 2026 in Review

Summit Trail Advisors increased its Schneider National (SNDR) stake by 64% in Q1 2026, buying an estimated $794K and bringing the position to 73,423 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #553.

Summit Trail Advisors first reported a position in SNDR in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • Summit Trail Advisors held 73,423 shares of Schneider National worth $1.94M as of Q1 2026.
  • Summit Trail Advisors bought 28,682 Schneider National shares in Q1 2026, an estimated $794K.
  • Schneider National made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #553 holding.
  • Summit Trail Advisors first reported a position in Schneider National in Q2 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.