USA Financial Formulas’s Schneider National SNDR Stock Holding History

USA Financial Formulas’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 Q3	$140K	Buy	+4,392	New	+$154K	0.03%	158

Other funds holding SNDR

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Crystal Rock Capital Management Bannockburn, Illinois $190M AUM 31.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

USA Financial Formulas's SNDR Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Schneider National (SNDR) in Q3 2026: 4,392 shares worth $140K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings.

77 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

USA Financial Formulas held 4,392 shares of Schneider National worth $140K as of Q3 2026.
Schneider National was a new USA Financial Formulas position in Q3 2026.
Schneider National made up 0.03% of USA Financial Formulas's portfolio in Q3 2026, its #158 holding.
77 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.