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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
Q2 		$2.09M Sell
57,301
-16,122
-22% -$526K 0.03% 582
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 $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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
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

Summit Trail Advisors's SNDR Position: Q2 2026 in Review

Summit Trail Advisors reduced its Schneider National (SNDR) stake by 22% in Q2 2026, selling an estimated $526K and leaving 57,301 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #582.

Summit Trail Advisors first reported a position in SNDR in Q2 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • Summit Trail Advisors held 57,301 shares of Schneider National worth $2.09M as of Q2 2026.
  • Summit Trail Advisors sold 16,122 Schneider National shares in Q2 2026, an estimated $526K.
  • Schneider National made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #582 holding.
  • Summit Trail Advisors first reported a position in Schneider National in Q2 2025 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.