SCHNEIDER NATIONAL INC SNDR
CL B · Common Stock · CUSIP 80689H102 · ISIN US80689H1023
American multinational trucking and logistics company
- SectorIndustrials
- IndustryTrucking (No Local)
- HeadquartersGreen Bay, WI
- Founded1935
- Websiteschneider.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.45. Options: 5 managers hold calls ($3.0m notional), 4 hold puts ($6.4m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 245 |
| Q4 2022 | 245 |
| Q1 2023 | 249 |
| Q2 2023 | 235 |
| Q3 2023 | 252 |
| Q4 2023 | 244 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 127 | 122 |
| Q1 2023 | 144 | 100 |
| Q2 2023 | 100 | 142 |
| Q3 2023 | 126 | 105 |
| Q4 2023 | 113 | 145 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $2.0m | $141.1k | 0.07 |
| Q2 2023 | $13.9m | $82.7k | 0.01 |
| Q3 2023 | $1.2m | $11.1k | 0.01 |
| Q4 2023 | $3.0m | $6.4m | 2.17 |
Biggest buyers
| MORGAN STANLEY | Added | +3.1m |
| BANK OF MONTREAL /CAN/ | New | +1.1m |
| AMERICAN CENTURY COMPANIES INC | Added | +889.2k |
| Copeland Capital Management, LLC | New | +493.0k |
| FIRST TRUST ADVISORS LP | Added | +368.9k |
| JPMORGAN CHASE & CO | Added | +238.0k |
| Ceredex Value Advisors LLC | Added | +197.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +130.4k |
| Invenomic Capital Management LP | New | +119.7k |
| Jade Capital Advisors, LLC | New | +105.0k |
Biggest sellers
| AQR CAPITAL MANAGEMENT LLC | Reduced | -546.8k |
| LSV ASSET MANAGEMENT | Sold out | -332.7k |
| BlackRock Inc. | Reduced | -311.0k |
| MARTINGALE ASSET MANAGEMENT L P | Reduced | -285.4k |
| Qube Research & Technologies Ltd | Reduced | -197.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -188.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -146.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold out | -138.7k |
| UBS Group AG | Reduced | -127.7k |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | Reduced | -117.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $962.0k37.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $941.6k37.0k shares |
| SIMPLEX TRADING, LLC | Added | $623.0k24.5k shares |
| CITADEL ADVISORS LLC | Added | $430.1k16.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | New | $6.4m250.0k shares |
| CITADEL ADVISORS LLC | Added | $45.8k1.8k shares |
| SIMPLEX TRADING, LLC | New | $7.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Klimpel Joan D. 13G · exempt (held before listing) -0.2 pts · filed 2026-02-06 | 64.1% |
| Koller Therese A. 13D · may seek influence +0.1 pts · filed 2026-02-03 | 19.9% |
| Zimmermann Kathleen M. 13D · may seek influence +0.1 pts · filed 2026-02-03 | 18.1% |
| DePrey Mary P. 13D · may seek influence no change · filed 2026-02-03 | 17.5% |
| Schneider Paul J. 13D · may seek influence -0.2 pts · filed 2026-02-03 | 16.8% |
| BlackRock, Inc. 13G · institution -2.5 pts · filed 2025-04-24 | 6.5% |
| Gannon Thomas A. 13G · exempt (held before listing) -0.2 pts · filed 2026-02-10 | 6.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2025-07-15 | 5.1% |
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 3 | $1.7m | — |
| Q2 2022 | 0 | — | 1 | $395.4k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $250.0k | — |
| Q1 2023 | 0 | — | 2 | $447.8k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.01% of their portfolio | 5.3m $135.6m | Added +3.1m |
| BlackRock Inc. 0.00% of their portfolio | 3.8m $95.5m | Reduced -311.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.7m $93.5m | Reduced -22.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.4m $86.7m | Added +130.4k |
| Thrivent Financial for Lutherans 0.14% of their portfolio | 2.5m $63.7m | Added +47.3k |
| AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 2.4m $61.2m | Reduced -546.8k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.8m $46.1m | Added +368.9k |
| EARNEST PARTNERS LLC 0.22% of their portfolio | 1.7m $43.2m | Reduced -19.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.6m $42.0m | Added +7.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.5m $38.7m | Added +889.2k |
| GW&K Investment Management, LLC 0.31% of their portfolio | 1.3m $32.8m | Reduced -57.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 1.1m $29.1m | New |
| SCHMIDT P J INVESTMENT MANAGEMENT INC 5.30% of their portfolio | 1.1m $26.7m | Reduced -117.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.1m $27.4m | Added +97.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $26.8m | Added +65.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 996.4k $25.4m | Added +9.2k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 955.9k $24.3m | Added +8.7k |
| Ceredex Value Advisors LLC 0.31% of their portfolio | 690.8k $17.6m | Added +197.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 658.1k $16.7m | Added +38.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 641.7k $16.3m | Added +22.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 634.0k $16.1m | Added +618 |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 599.1k $15.2m | Added +15.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 576.4k $14.7m | Reduced -90.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 564.7k $14.4m | Reduced -11.4k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 525.1k $13.4m | Reduced -31.9k |
| Copeland Capital Management, LLC 0.25% of their portfolio | 493.0k $12.5m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 491.4k $12.5m | Added +91.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 476.0k $12.1m | Reduced -57.0k |
| Goodman Financial Corp 2.98% of their portfolio | 436.1k $11.1m | Added +12.0k |
| NORGES BANK 0.00% of their portfolio | 433.3k $11.0m | Reduced -22.6k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 425.8k $10.8m | Added +103.8k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 423.3k $10.8m | Added +15.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 411.4k $10.5m | Added +60.4k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 389.2k $9.9m | Added +143 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 378.4k $9.6m | Added +238.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 359.5k $9.1m | Added +31.3k |
| State of Alaska, Department of Revenue 0.09% of their portfolio | 282.1k $7.2m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 279.0k $7.1m | Added +40.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 269.8k $6.9m | Reduced -16.5k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 263.0k $6.7m | Reduced -197.9k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 247.4k $6.3m | Reduced -114.4k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 242.7k $6.2m | Reduced -22.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 224.3k $5.7m | Added +17.6k |
| Invesco Ltd. 0.00% of their portfolio | 194.5k $4.9m | Reduced -33.6k |
| Vestcor Inc 0.17% of their portfolio | 192.7k $4.9m | Reduced -2.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 181.8k $4.6m | Added +9.8k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 166.9k $4.2m | Reduced -2.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 159.7k $4.1m | Added +7.7k |
| Associated Banc-Corp 0.14% of their portfolio | 156.7k $4.0m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.08% of their portfolio | 151.3k $3.9m | Reduced -285.4k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 149.9k $3.8m | Added +103.3k |
| BARCLAYS PLC 0.00% of their portfolio | 135.4k $3.4m | Added +48.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 128.2k $3.3m | Added +6.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 123.6k $3.1m | Reduced -1 |
| Invenomic Capital Management LP 0.16% of their portfolio | 119.7k $3.0m | New |
| US BANCORP \DE\ 0.00% of their portfolio | 118.2k $3.0m | Reduced -624 |
| Alaska Permanent Fund Corp 0.05% of their portfolio | 117.8k $3.0m | Added +619 |
| GREAT LAKES ADVISORS, LLC 0.03% of their portfolio | 116.2k $3.0m | Reduced -51.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 114.1k $2.9m | Reduced -188.0k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 113.0k $2.9m | Added +568 |
| Verition Fund Management LLC 0.03% of their portfolio | 107.0k $2.7m | Reduced -56.8k |
| Jade Capital Advisors, LLC 1.63% of their portfolio | 105.0k $2.7m | New |
| Swiss National Bank 0.00% of their portfolio | 101.7k $2.6m | Reduced -13.6k |
| Richard Bernstein Advisors LLC 0.06% of their portfolio | 100.1k $2.5m | Added +71 |
| Bullseye Asset Management LLC 1.21% of their portfolio | 99.0k $2.5m | Added +25.0k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 94.0k $2.4m | Reduced -51.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 90.2k $2.3m | Reduced -2.6k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio | 88.0k $2.2m | Reduced -998 |
| QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio | 87.1k $2.2m | Reduced -7.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 86.2k $2.2m | Added +32.6k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 86.1k $2.2m | Added +58.6k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 81.1k $2.1m | Added +14.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 79.0k $2.0m | Reduced -1.8k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 77.6k $2.0m | Reduced -5.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 76.7k $2.0m | Added +15.2k |
| OPPENHEIMER & CO INC 0.04% of their portfolio | 76.2k $1.9m | Reduced -1.4k |
| UBS Group AG 0.00% of their portfolio | 74.8k $1.9m | Reduced -127.7k |
| STRS OHIO 0.01% of their portfolio | 73.0k $1.9m | Reduced -23.1k |
| Squarepoint Ops LLC 0.01% of their portfolio | 71.9k $1.8m | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.25% of their portfolio | 71.7k $1.8m | Added +36.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 69.8k $1.8m | Added +25.9k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 68.5k $1.7m | Reduced -38.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 67.1k $1.7m | Reduced -2.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 66.2k $1.7m | Reduced -39.1k |
| NICOLET BANKSHARES INC 0.45% of their portfolio | 66.0k $1.7m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 60.0k $1.5m | Added +3.2k |
| Quantbot Technologies LP 0.08% of their portfolio | 56.4k $1.4m | Added +14.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 54.9k $1.4m | Reduced -3.8k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 53.3k $1.3m | New |
| Legal & General Group Plc 0.00% of their portfolio | 49.0k $1.2m | Unchanged |
| NATIXIS 0.01% of their portfolio | 46.5k $1.2m | Unchanged |
| Weiss Multi-Strategy Advisers LLC 0.03% of their portfolio | 44.7k $1.1m | New |
| ALPS ADVISORS INC 0.01% of their portfolio | 42.0k $1.1m | Added +5.9k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 40.7k $1.0m | Reduced -4.8k |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 40.7k $1.0m | Reduced -4.8k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 40.5k $1.0m | Added +16.4k |
| HRT FINANCIAL LP 0.01% of their portfolio | 37.8k $960.0k | New |
| CITIGROUP INC 0.00% of their portfolio | 36.7k $933.6k | Added +19.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 31.8k $808.2k | Reduced -32.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 31.5k $802.5k | Added +692 |