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

United Capital Financial Advisors's SNDR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Schneider National (SNDR) stake by 29% in Q1 2026, buying an estimated $93.8K and bringing the position to 15,153 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

United Capital Financial Advisors first reported a position in SNDR in Q3 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • United Capital Financial Advisors held 15,153 shares of Schneider National worth $399K as of Q1 2026.
  • United Capital Financial Advisors bought 3,389 Schneider National shares in Q1 2026, an estimated $93.8K.
  • Schneider National made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1187 holding.
  • United Capital Financial Advisors first reported a position in Schneider National in Q3 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.