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United Capital Financial Advisors’s Schneider National SNDR Stock Holding History

United Capital Financial 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 		$697K Buy
19,091
+3,938
+26% +$128K ﹤0.01% 960
2026
Q1 		$399K Buy
15,153
+3,389
+29% +$93.8K ﹤0.01% 1187
2025
Q4 		$312K Sell
11,764
-1,881
-14% -$44.4K ﹤0.01% 1146
2025
Q3 		$289K Buy
+13,645
New +$334K ﹤0.01% 1032

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

United Capital Financial Advisors's SNDR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Schneider National (SNDR) stake by 26% in Q2 2026, buying an estimated $128K and bringing the position to 19,091 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

United Capital Financial Advisors first reported a position in SNDR in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • United Capital Financial Advisors held 19,091 shares of Schneider National worth $697K as of Q2 2026.
  • United Capital Financial Advisors bought 3,938 Schneider National shares in Q2 2026, an estimated $128K.
  • Schneider National made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #960 holding.
  • United Capital Financial Advisors first reported a position in Schneider National in Q3 2025 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.