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True Wealth Design’s Schneider National SNDR Stock Holding History

True Wealth Design’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 		$25.4K Sell
695
-6
-0.9% -$196 0.01% 728
2026
Q1 		$18.5K Buy
701
+189
+37% +$5.23K 0.01% 748
2025
Q4 		$13.6K Sell
512
-107
-17% -$2.53K ﹤0.01% 745
2025
Q3 		$13.1K Buy
619
+354
+134% +$8.66K ﹤0.01% 746
2025
Q2 		$6.4K Buy
265
+264
+26,400% +$6.13K ﹤0.01% 718
2025
Q1 		$23 Buy
+1
New +$27 ﹤0.01% 2563

Other funds holding SNDR

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

True Wealth Design's SNDR Position: Q2 2026 in Review

True Wealth Design reduced its Schneider National (SNDR) stake by 0.86% in Q2 2026, selling an estimated $196 and leaving 695 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #728.

True Wealth Design first reported a position in SNDR in Q1 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • True Wealth Design held 695 shares of Schneider National worth $25.4K as of Q2 2026.
  • True Wealth Design sold 6 Schneider National shares in Q2 2026, an estimated $196.
  • Schneider National made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #728 holding.
  • True Wealth Design first reported a position in Schneider National in Q1 2025 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.