Total Clarity Wealth Management’s Schneider National SNDR Stock Holding History

Total Clarity Wealth Management’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 Q1	–	Sell	-15,325	Closed	-$359K	–	237
2022 Q4	$359K	Buy	+15,325	New	+$358K	0.18%	137
2022 Q3	–	Sell	-4,671	Closed	-$105K	–	854
2022 Q2	$105K	Buy	+4,671	New	+$108K	0.05%	313
2022 Q1	–	Sell	-7,898	Closed	-$213K	–	791
2021 Q4	$213K	Hold	7,898	–	–	0.1%	206
2021 Q3	$180K	Buy	+7,898	New	+$175K	0.09%	224

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Total Clarity Wealth Management's SNDR Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Schneider National (SNDR) in Q1 2023, closing a stake of 15,325 shares — an estimated $359K sold.

Total Clarity Wealth Management first reported a position in SNDR in Q3 2021 and held it in 4 quarters. The position peaked at $359K in Q4 2022. 244 funds tracked by Wall St. Rank hold SNDR as of Q1 2023.

Total Clarity Wealth Management reported no remaining Schneider National position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 15,325 Schneider National shares in Q1 2023, an estimated $359K.
Total Clarity Wealth Management first reported a position in Schneider National in Q3 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Schneider National position peaked at $359K in Q4 2022.
244 funds tracked by Wall St. Rank held Schneider National as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.