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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.17. Options: 3 managers hold calls ($630.6k notional), 3 hold puts ($2.6m).
Trends to Q2 2024
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 |
| Q1 2024 | 255 |
| Q2 2024 | 233 |
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 |
| Q1 2024 | 153 | 111 |
| Q2 2024 | 136 | 130 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.2m | $11.1k | 0.01 |
| Q4 2023 | $3.0m | $6.4m | 2.17 |
| Q1 2024 | $103.6k | $504.1k | 4.86 |
| Q2 2024 | $630.6k | $2.6m | 4.14 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | New | +2.5m |
| DEPRINCE RACE & ZOLLO INC | New | +1.2m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | New | +629.8k |
| Encompass Capital Advisors LLC | New | +512.2k |
| EARNEST PARTNERS LLC | Added | +440.5k |
| Russell Investments Group, Ltd. | Added | +416.8k |
| FIRST TRUST ADVISORS LP | Added | +381.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +325.5k |
| NEW YORK STATE COMMON RETIREMENT FUND | Added | +293.5k |
| Copeland Capital Management, LLC | Added | +285.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.0m |
| Qube Research & Technologies Ltd | Sold out | -714.4k |
| VANGUARD GROUP INC | Reduced | -462.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -430.3k |
| JPMORGAN CHASE & CO | Reduced | -339.1k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -297.2k |
| Edgestream Partners, L.P. | Sold out | -251.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -245.1k |
| BlackRock Inc. | Reduced | -195.1k |
| Schonfeld Strategic Advisors LLC | Reduced | -166.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $628.2k26.0k shares |
| GROUP ONE TRADING LLC | Unchanged | $2.4k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | New | $2.2m92.2k shares |
| CITADEL ADVISORS LLC | Reduced | $384.1k15.9k 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 Q2 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 4.0m $97.0m | Added +228.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.6m $87.0m | Reduced -462.2k |
| BlackRock Inc. 0.00% of their portfolio | 3.5m $84.4m | Reduced -195.1k |
| Thrivent Financial for Lutherans 0.14% of their portfolio | 2.9m $69.2m | Added +30.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.5m $59.7m | New |
| EARNEST PARTNERS LLC 0.24% of their portfolio | 2.2m $52.3m | Added +440.5k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.9m $46.1m | Added +186.9k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 1.7m $40.5m | Reduced -162.3k |
| Copeland Capital Management, LLC 0.71% of their portfolio | 1.6m $38.2m | Added +285.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $36.5m | Reduced -3.0m |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.5m $35.1m | Added +381.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.3m $32.6m | Reduced -115.6k |
| GW&K Investment Management, LLC 0.28% of their portfolio | 1.3m $31.2m | Added +27.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 1.3m $31.0m | Added +293.5k |
| DEPRINCE RACE & ZOLLO INC 0.67% of their portfolio | 1.2m $30.1m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.12% of their portfolio | 1.2m $29.7m | Added +325.5k |
| STATE STREET CORP 0.00% of their portfolio | 987.0k $23.9m | Reduced -78.1k |
| SCHMIDT P J INVESTMENT MANAGEMENT INC 4.30% of their portfolio | 973.8k $23.5m | Reduced -58.3k |
| Ceredex Value Advisors LLC 0.37% of their portfolio | 807.4k $19.6m | Reduced -58.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 782.1k $18.9m | Added +113.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 735.9k $17.8m | Added +18.2k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 698.6k $16.9m | Added +416.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 638.0k $15.4m | Reduced -41.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 630.5k $15.2m | Reduced -29.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 629.8k $15.2m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 565.4k $13.7m | Added +69.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 544.8k $13.2m | Added +2.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 543.3k $13.1m | Added +60.7k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 524.2k $12.7m | Added +48.2k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 520.5k $12.6m | Reduced -162.0k |
| Goodman Financial Corp 2.77% of their portfolio | 514.7k $12.4m | Added +37.0k |
| Encompass Capital Advisors LLC 0.67% of their portfolio | 512.2k $12.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 502.1k $12.1m | Reduced -430.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 435.1k $10.5m | Added +46.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 316.9k $7.7m | Added +35.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 312.8k $7.6m | Added +188.9k |
| Invesco Ltd. 0.00% of their portfolio | 300.0k $7.2m | Reduced -39.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 285.2k $6.9m | Reduced -42.3k |
| State of Alaska, Department of Revenue 0.08% of their portfolio | 282.1k $6.8m | Unchanged |
| Allianz Asset Management GmbH 0.01% of their portfolio | 273.7k $6.6m | Reduced -58.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 250.8k $6.1m | Added +3.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.54% of their portfolio | 230.0k $5.6m | Added +192.7k |
| Invenomic Capital Management LP 0.28% of their portfolio | 225.0k $5.4m | New |
| NORGES BANK 0.00% of their portfolio | 215.5k $5.2m | Reduced -161.4k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 191.9k $4.6m | Reduced -17.0k |
| Vestcor Inc 0.15% of their portfolio | 185.3k $4.5m | Reduced -2.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 183.2k $4.4m | Added +18.0k |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 179.4k $4.3m | Reduced -97.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 161.5k $3.9m | Reduced -116.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 155.7k $3.8m | Added +40.8k |
| Associated Banc-Corp 0.11% of their portfolio | 152.9k $3.7m | Reduced -3.6k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 150.7k $3.6m | Added +132.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 150.3k $3.6m | Reduced -339.1k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 134.9k $3.3m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 130.0k $3.1m | Reduced -12.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 122.2k $3.0m | Added +9.1k |
| US BANCORP \DE\ 0.00% of their portfolio | 118.9k $2.9m | Added +849 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.04% of their portfolio | 113.5k $2.7m | Added +41.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 112.9k $2.7m | Added +30.0k |
| Swiss National Bank 0.00% of their portfolio | 110.6k $2.7m | Unchanged |
| Alaska Permanent Fund Corp 0.04% of their portfolio | 108.6k $2.9m | Reduced -11.0k |
| QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio | 107.9k $2.6m | Added +15.3k |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 106.5k $2.6m | Reduced -8.0k |
| Bullseye Asset Management LLC 1.25% of their portfolio | 105.5k $2.5m | Added +6.0k |
| Richard Bernstein Advisors LLC 0.05% of their portfolio | 100.1k $2.4m | Added +16 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 91.7k $2.2m | Added +19.9k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 86.6k $2.1m | Reduced -21.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 84.4k $2.0m | Reduced -134.4k |
| Holocene Advisors, LP 0.01% of their portfolio | 81.8k $2.0m | Reduced -36.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 78.2k $1.9m | Added +9.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 77.4k $1.9m | Added +19.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.04% of their portfolio | 76.4k $1.8m | Added +1.3k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 76.4k $1.8m | Added +177 |
| OPPENHEIMER & CO INC 0.03% of their portfolio | 69.6k $1.7m | Reduced -1.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 69.0k $1.7m | Added +6.9k |
| NICOLET BANKSHARES INC 0.40% of their portfolio | 66.0k $1.6m | Unchanged |
| Engineers Gate Manager LP 0.03% of their portfolio | 60.4k $1.5m | Added +13.5k |
| Boxwood Ventures, Inc. 2.28% of their portfolio | 58.6k $1.4m | Added +30.7k |
| ALPS ADVISORS INC 0.01% of their portfolio | 57.4k $1.4m | Added +7.9k |
| BARCLAYS PLC 0.00% of their portfolio | 54.1k $1.3m | Reduced -24.6k |
| Legal & General Group Plc 0.00% of their portfolio | 54.0k $1.3m | Added +500 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 54.0k $1.3m | Reduced -1.9k |
| Cerity Partners LLC 0.00% of their portfolio | 49.0k $1.2m | Reduced -2.5k |
| Quantinno Capital Management LP 0.02% of their portfolio | 42.7k $1.0m | Added +26.3k |
| Atria Investments, Inc 0.01% of their portfolio | 40.3k $973.8k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 38.0k $917.0k | Added +22.7k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 36.8k $891.7k | Added +13.3k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 36.3k $877.0k | Reduced -2.7k |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 36.3k $877.0k | Reduced -2.7k |
| Teza Capital Management LLC 0.10% of their portfolio | 32.7k $790.3k | New |
| Unison Advisors LLC 0.08% of their portfolio | 27.5k $666.3k | Added +112 |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 26.6k $642.0k | Added +2.2k |
| UBS Group AG 0.00% of their portfolio | 26.0k $628.4k | Reduced -54.9k |
| Creative Planning 0.00% of their portfolio | 25.6k $617.8k | Added +16.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 25.3k $611.7k | Added +3.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 24.7k $597.1k | Reduced -193 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 24.4k $590.4k | Reduced -40.2k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 24.3k $587.0k | Added +4.4k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 23.9k $577.0k | Added +2.8k |
| Ethic Inc. 0.01% of their portfolio | 23.4k $566.5k | Added +590 |