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Venturi Wealth Management’s Schneider National SNDR Stock Holding History

Venturi Wealth Management’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
2025
Q3 		– Sell
-9,598
Closed -$232K – 600
2025
Q2 		$232K Buy
9,598
+775
+9% +$18K 0.01% 492
2025
Q1 		$202K Sell
8,823
-452
-5% -$12.2K 0.01% 547
2024
Q4 		$272K Buy
9,275
+8,820
+1,938% +$262K 0.01% 474
2024
Q3 		$13K Buy
455
+160
+54% +$4.23K ﹤0.01% 1130
2024
Q2 		$7.13K Buy
+295
New +$6.52K ﹤0.01% 1170
2023
Q4 		– Sell
-245
Closed -$6.79K – 1427
2023
Q3 		$6.79K Buy
+245
New +$7.13K ﹤0.01% 889

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Venturi Wealth Management's SNDR Position: Q3 2025 in Review

Venturi Wealth Management sold out of Schneider National (SNDR) in Q3 2025, closing a stake of 9,598 shares — an estimated $232K sold.

Venturi Wealth Management first reported a position in SNDR in Q3 2023 and held it in 6 quarters. The position peaked at $272K in Q4 2024. 286 funds tracked by Wall St. Rank hold SNDR as of Q3 2025.

  • Venturi Wealth Management reported no remaining Schneider National position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 9,598 Schneider National shares in Q3 2025, an estimated $232K.
  • Venturi Wealth Management first reported a position in Schneider National in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Schneider National position peaked at $272K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Schneider National as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.