Tradition Wealth Management’s Schneider National SNDR Stock Holding History

Tradition 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
2026 Q1	$287K	Buy	10,900 +36	+0.3%	+$996	0.02%	395
2025 Q4	$288K	Buy	10,864 +44	+0.4%	+$1.04K	0.02%	390
2025 Q3	$229K	Buy	10,820 +39	+0.4%	+$954	0.02%	426
2025 Q2	$260K	Buy	10,781 +48	+0.4%	+$1.11K	0.02%	386
2025 Q1	$245K	Buy	10,733 +35	+0.3%	+$948	0.02%	377
2024 Q4	$313K	Buy	+10,698	New	+$318K	0.03%	318
2024 Q1	–	Sell	-2,993	Closed	-$76K	–	1056
2023 Q4	$76K	Buy	2,993 +9	+0.3%	+$222	0.01%	534
2023 Q3	$83K	Buy	2,984 +10	+0.3%	+$291	0.01%	483
2023 Q2	$85K	Buy	2,974 +10	+0.3%	+$266	0.01%	495
2023 Q1	$79K	Buy	2,964 +9	+0.3%	+$243	0.01%	508
2022 Q4	$69K	Buy	2,955 +11	+0.4%	+$257	0.01%	457
2022 Q3	$60K	Buy	2,944 +10	+0.3%	+$232	0.01%	468
2022 Q2	$66K	Buy	2,934 +11	+0.4%	+$254	0.01%	420
2022 Q1	$75K	Buy	2,923 +8	+0.3%	+$208	0.01%	438
2021 Q4	$78K	Buy	2,915 +1,401	+93%	+$35.2K	0.01%	450
2021 Q3	$34K	Buy	1,514 +4	+0.3%	+$88	﹤0.01%	614
2021 Q2	$33K	Buy	1,510 +5	+0.3%	+$121	﹤0.01%	644
2021 Q1	$38K	Buy	1,505 +4	+0.3%	+$94	0.01%	494
2020 Q4	$31K	Buy	+1,501	New	+$33.5K	0.01%	504

Other funds holding SNDR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Tradition Wealth Management's SNDR Position: Q1 2026 in Review

Tradition Wealth Management increased its Schneider National (SNDR) stake by 0.33% in Q1 2026, buying an estimated $996 and bringing the position to 10,900 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #395.

Tradition Wealth Management first reported a position in SNDR in Q4 2020 and has held it in 19 quarters since. The position peaked at $313K in Q4 2024. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

Tradition Wealth Management held 10,900 shares of Schneider National worth $287K as of Q1 2026.
Tradition Wealth Management bought 36 Schneider National shares in Q1 2026, an estimated $996.
Schneider National made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #395 holding.
Tradition Wealth Management first reported a position in Schneider National in Q4 2020 and has held it in 19 quarters since.
Tradition Wealth Management's Schneider National position peaked at $313K in Q4 2024.
296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.