Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Schneider National SNDR Stock Holding History

Wealth Enhancement Advisory Services’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 		$735K Sell
23,157
-583
-2% -$20.5K ﹤0.01% 2444
2026
Q2 		$864K Buy
23,740
+1,895
+9% +$61.8K ﹤0.01% 2184
2026
Q1 		$590K Sell
21,845
-6,757
-24% -$187K ﹤0.01% 2183
2025
Q4 		$823K Buy
28,602
+7,008
+32% +$165K ﹤0.01% 2087
2025
Q3 		$467K Buy
21,594
+1,429
+7% +$34.9K ﹤0.01% 2421
2025
Q2 		$517K Buy
20,165
+2,322
+13% +$53.9K ﹤0.01% 2201
2025
Q1 		$408K Buy
17,843
+1,474
+9% +$39.9K ﹤0.01% 2190
2024
Q4 		$479K Sell
16,369
-3,556
-18% -$106K ﹤0.01% 2024
2024
Q3 		$569K Sell
19,925
-416
-2% -$11K ﹤0.01% 1746
2024
Q2 		$491K Buy
20,341
+1,435
+8% +$31.7K ﹤0.01% 1655
2024
Q1 		$428K Sell
18,906
-375
-2% -$8.89K ﹤0.01% 1681
2023
Q4 		$491K Buy
19,281
+791
+4% +$19.5K ﹤0.01% 1517
2023
Q3 		$512K Buy
+18,490
New +$538K ﹤0.01% 1411

Other funds holding SNDR

Blueprint Financial Advisors
Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's SNDR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Schneider National (SNDR) stake by 2.5% in Q3 2026, selling an estimated $20.5K and leaving 23,157 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Wealth Enhancement Advisory Services first reported a position in SNDR in Q3 2023 and has held it in 13 quarters since. The position peaked at $864K in Q2 2026. 202 funds tracked by Wall St. Rank hold SNDR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,157 shares of Schneider National worth $735K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 583 Schneider National shares in Q3 2026, an estimated $20.5K.
  • Schneider National made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2444 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schneider National in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Schneider National position peaked at $864K in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Schneider National as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.