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Trek Financial’s Schneider National SNDR Stock Holding History

Trek Financial’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
2024
Q1 		– Sell
-16,844
Closed -$429K – 436
2023
Q4 		$429K Buy
16,844
+1,187
+8% +$29.3K 0.04% 206
2023
Q3 		$434K Buy
+15,657
New +$456K 0.04% 191
2023
Q2 		– Sell
-19,064
Closed -$510K – 307
2023
Q1 		$510K Buy
+19,064
New +$514K 0.05% 161

Other funds holding SNDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Trek Financial's SNDR Position: Q1 2024 in Review

Trek Financial sold out of Schneider National (SNDR) in Q1 2024, closing a stake of 16,844 shares — an estimated $429K sold.

Trek Financial first reported a position in SNDR in Q1 2023 and held it in 3 quarters. The position peaked at $510K in Q1 2023. 254 funds tracked by Wall St. Rank hold SNDR as of Q1 2024.

  • Trek Financial reported no remaining Schneider National position as of Q1 2024 after selling out during the quarter.
  • Trek Financial sold 16,844 Schneider National shares in Q1 2024, an estimated $429K.
  • Trek Financial first reported a position in Schneider National in Q1 2023 and held it in 3 quarters.
  • Trek Financial's Schneider National position peaked at $510K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held Schneider National as of Q1 2024.

Based on Trek Financial's 13F filing for Q1 2024, filed 14 May 2024.