Public record / Tickers / SNDR

SNDR — Schneider National, Inc.

Both disclosure regimes on one name: who in Congress filed about SNDR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming SNDR
Members · 12m
3
1 buys · 3 sells · by trade date
Latest PTR
02-26
filed 2026-02-26
13F holders
247
top-247 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every SNDR row by the provable lower bound, never a point estimate.

3 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SNDR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SNDR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-26Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 01-26 +31d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-15 +29d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-14 +38d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in SNDR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SNDR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-92−$14.0K to $14.0K2
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

3 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SNDR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $425K held
Trimming
1 Gotham Asset Management $14.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SCHNEIDER NATIONAL INC

Merged timeline of congressional filings and notable-manager moves on SNDR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−137,951 sh
2026-05-14Caxton Associates 13Fnew+16,110 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SNDR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$181M1
2Blueprint Investment Partners LLC$161M1
3Blueprint Financial Advisors LLC$161M1
4DIMENSIONAL FUND ADVISORS LP$132M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$78.1M1
6AQR CAPITAL MANAGEMENT LLC$64.8M1
7VANGUARD CAPITAL MANAGEMENT LLC$63.3M1
8FIRST TRUST ADVISORS LP$60.0M1
9DEPRINCE RACE & ZOLLO INC$56.9M1
10EARNEST PARTNERS LLC$54.8M1
11Quantinno Capital Management LP$52.5M1
12MORGAN STANLEY$52.1M1
13STATE STREET CORP$50.0M1
14AMERICAN CENTURY COMPANIES INC$46.2M1
15BNP Paribas Asset Management Holding S.A.$34.0M1
16NEW YORK STATE COMMON RETIREMENT FUND$26.5M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$22.7M1
18SCHMIDT P J INVESTMENT MANAGEMENT INC$22.0M1
19BANK OF AMERICA CORP /DE/$21.4M1
20JACOBS LEVY EQUITY MANAGEMENT, INC$15.5M1
21Gotham Asset Management, LLC$14.9M1
22SEI INVESTMENTS CO$13.5M1
23Invesco Ltd.$13.4M1
24UBS Group AG$12.9M1
25ENVESTNET ASSET MANAGEMENT INC$8.5M1
26VANGUARD FIDUCIARY TRUST CO$8.2M1
27WELLS FARGO & COMPANY/MN$7.8M1
28Nuveen, LLC$7.7M1
29NORTHERN TRUST CORP$7.7M1
30Corient Private Wealth LLC$7.6M1
31US BANCORP \DE\$7.5M1
32FMR LLC$7.3M1
33HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6.9M1
34MILLENNIUM MANAGEMENT LLC$6.8M1
35PRINCIPAL FINANCIAL GROUP INC$6.4M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.2M1
37CITADEL ADVISORS LLC$5.5M1
38ExodusPoint Capital Management, LP$5.0M1
39RAYMOND JAMES FINANCIAL INC$4.8M1
40PUBLIC SECTOR PENSION INVESTMENT BOARD$4.7M1
41Hudson Bay Capital Management LP$4.3M1
42RENAISSANCE TECHNOLOGIES LLC$4.0M1
43Jain Global LLC$4.0M1
44TWO SIGMA INVESTMENTS, LP$3.8M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.4M1
46Creative Planning$3.4M1
47OPPENHEIMER ASSET MANAGEMENT INC.$3.3M1
48Legal & General Group Plc$3.1M1
49ASSOCIATED BANC-CORP$3.0M1
50Edgestream Partners, L.P.$3.0M1
51Swiss National Bank$2.9M1
52Lighthouse Investment Partners, LLC$2.8M1
53SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.8M1
54VOYA INVESTMENT MANAGEMENT LLC$2.6M1
55MERCER GLOBAL ADVISORS INC /ADV$2.3M1
56Oak Thistle LLC$2.0M1
57QRG CAPITAL MANAGEMENT, INC.$2.0M1
58OCCUDO QUANTITATIVE STRATEGIES LP$2.0M1
59Summit Trail Advisors, LLC$1.9M1
60Orion Porfolio Solutions, LLC$1.9M1
61Focus Partners Wealth$1.6M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
63Holocene Advisors, LP$1.6M1
64Caprock Group, LLC$1.5M1
65OPPENHEIMER & CO INC$1.5M1
66ROYAL BANK OF CANADA$1.3M1
67VANGUARD ASSET MANAGEMENT, Ltd$1.2M1
68PRUDENTIAL FINANCIAL INC$1.2M1
69Aquatic Capital Management LLC$1.0M1
70CITIGROUP INC$1.0M1
71Cerity Partners LLC$948K1
72TRUIST FINANCIAL CORP$883K1
73Inscription Capital, LLC$876K1
74O'SHAUGHNESSY ASSET MANAGEMENT, LLC$865K1
75FRANKLIN RESOURCES INC$819K1
76LPL Financial LLC$784K1
77MML INVESTORS SERVICES, LLC$784K1
78Illinois Municipal Retirement Fund$757K1
79Sagewood Asset Management LP$753K1
80Unison Advisors LLC$746K1
81Amundi$686K1
82Aaron Wealth Advisors LLC$684K1
83AXQ CAPITAL, LP$678K1
84GUIDANCE CAPITAL, INC$674K1
85Janus Henderson Group Ltd.$652K1
86Atria Investments, Inc$651K1
87ALLIANCEBERNSTEIN L.P.$605K1
88WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$590K1
89OSAIC HOLDINGS, INC.$575K1
90Richard Bernstein Advisors LLC$562K1
91Vanguard Global Advisers, LLC$528K1
92Tidal Investments LLC$513K1
93Zurcher Kantonalbank (Zurich Cantonalbank)$511K1
94Chicago Partners Investment Group LLC$501K1
95Kera Capital Partners, Inc.$501K1
96Fieldview Capital Management, LLC$492K1
97Impact Partnership Wealth, LLC$488K1
98FIFTH THIRD BANCORP$484K1
99Freestone Grove Partners LP$461K1
100NICOLET BANKSHARES INC$442K1
101Connor, Clark & Lunn Investment Management Ltd.$430K1
102CAXTON ASSOCIATES LLP$425K1
103Sequoia Financial Advisors, LLC$417K1
104STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$416K1
105MACKENZIE FINANCIAL CORP$413K1
106&PARTNERS$411K1
107Arizona State Retirement System$401K1
108UNITED CAPITAL FINANCIAL ADVISORS, LLC$399K1
109Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$388K1
110Baker Avenue Asset Management, LP$388K1
111INCEPTIONR LLC$385K1
112BOOTHBAY FUND MANAGEMENT, LLC$375K1
113MIRABELLA FINANCIAL SERVICES LLP$369K1
114HUB Investment Partners, LLC$366K1
115Vanguard Investments Australia, Ltd.$360K1
116Centiva Capital, LP$343K1
117Vise Technologies, Inc.$329K1
118COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$325K1
119KLP KAPITALFORVALTNING AS$312K1
120Cherokee Insurance Co$301K1
121OREGON PUBLIC EMPLOYEES RETIREMENT FUND$300K1
122Calamos Advisors LLC$298K1
123Calamos Wealth Management LLC$298K1
124Verition Fund Management LLC$292K1
125MANUFACTURERS LIFE INSURANCE COMPANY, THE$290K1
126Tradition Wealth Management, LLC$287K1
127Engineers Gate Manager LP$282K1
128Cetera Investment Advisers$277K1
129RITHOLTZ WEALTH MANAGEMENT$265K1
130Empowered Funds, LLC$264K1
131Maryland State Retirement & Pension System$263K1
132Vanguard Personalized Indexing Management, LLC$239K1
133CWM, LLC$236K1
134Pictet Asset Management Holding SA$232K1
135DV Trading LLC$224K1
136COMMERCE BANK$216K1
137Envestnet Portfolio Solutions, Inc.$208K1
138SIGNATUREFD, LLC$184K1
139Aster Capital Management (DIFC) Ltd$167K1
140DEUTSCHE BANK AG\$144K1
141N.E.W. Advisory Services LLC$132K1
142Hills Bank & Trust Co$104K1
143Hilltop National Bank$97.0K1
144Rockefeller Capital Management L.P.$77.4K1
145Quarry LP$70.2K1
146State of Wyoming$67.9K1
147Tower Research Capital LLC (TRC)$64.3K1
148SJS Investment Consulting Inc.$54.3K1
149Pinnacle Wealth Planning Services, Inc.$20.5K1
150Larson Financial Group LLC$19.5K1
151True Wealth Design, LLC$18.5K1
152WPG Advisers, LLC$17.1K1
153Allworth Financial LP$15.6K1
154Clearstead Trust, LLC$12.4K1
155QUADRANT CAPITAL GROUP LLC$10.0K1
156MAI Capital Management$9.5K1
157UMB Bank, n.a.$9.0K1
158Steward Partners Investment Advisory, LLC$8.7K1
159ELEVATION WEALTH PARTNERS, LLC$7.4K1
160Parkside Financial Bank & Trust$7.1K1
161Smartleaf Asset Management LLC$7.1K1
162MATHER GROUP, LLC.$6.7K1
163NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.4K1
164Private Wealth Management Group, LLC$6.1K1
165Costello Asset Management, INC$5.3K1
166CVA Family Office, LLC$4.2K1
167Vestcor Inc$3.5K1
168Intentional Wealth Strategies, LLC$3.3K1
169WealthCollab, LLC$3.2K1
170SHP Wealth Management$3.0K1
171THRIVENT FINANCIAL FOR LUTHERANS$2.9K1
172Kilter Group LLC$2.8K1
173Physician Wealth Advisors, Inc.$2.2K1
174JFS WEALTH ADVISORS, LLC$2.1K1
175Investors Portfolio Services LLC$1.9K1
176Sachetta, LLC$1.9K1
177Manchester Capital Management LLC$1.7K1
178Bayforest Capital Ltd$1.7K1
179MV CAPITAL MANAGEMENT, INC.$1.5K1
180Transamerica Financial Advisors, LLC$1.4K1
181CBIZ Investment Advisory Services, LLC$1.3K1
182CANADA LIFE ASSURANCE Co$1.2K1
183Blue Trust, Inc.$8961
184Rialto Wealth Management, LLC$7911
185Wealth Enhancement Trust Services, Inc.$7911
186State of Alaska, Department of Revenue$6531
187ASSETMARK, INC$5801
188Treasurer of the State of North Carolina$5191
189Caitong International Asset Management Co., Ltd$5011
190DiNuzzo Private Wealth, Inc.$5011
191PARK AVENUE SECURITIES LLC$4911
192HFM Investment Advisors, LLC$3691
193Frazier Financial Advisors, LLC$3431
194Ankerstar Wealth, LLC$3181
195INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2651
196ALGERT GLOBAL LLC$2271
197Vermillion Wealth Management, Inc.$2111
198GILPIN WEALTH MANAGEMENT, LLC$2111
199Mowery & Schoenfeld Wealth Management, LLC$1321
200ACADIAN ASSET MANAGEMENT LLC$1301
201DekaBank Deutsche Girozentrale$691
202KBC Group NV$601
203Matrix Trust Co$221
204Navigoe, LLC$11
205Avion Wealth$01
206FIDUCIARY TRUST CO$01
207VANGUARD GROUP INC$01
208TEACHER RETIREMENT SYSTEM OF TEXAS$01
209HARBOUR INVESTMENTS, INC.$01
210Clearstead Advisors, LLC$01
211COMERICA BANK$01
212VIRGINIA RETIREMENT SYSTEMS ET Al$01
213ADAGE CAPITAL PARTNERS GP, L.L.C.$01
214NATIXIS$01
215CIBC Private Wealth Group LLC$01
216Mariner, LLC$01
217CAPSTONE INVESTMENT ADVISORS, LLC$01
218SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
219HRT FINANCIAL LP$01
220TWO SIGMA ADVISERS, LP$01
221Brevan Howard Capital Management LP$01
222Accredited Investors Inc.$01
223VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
224PDT Partners, LLC$01
225Arax Advisory Partners$01
226JANE STREET GROUP, LLC$01
227Squarepoint Ops LLC$01
228Versor Investments LP$01
229Schonfeld Strategic Advisors LLC$01
230CHOREO, LLC$01
231Ceredex Value Advisors LLC$01
232Global Retirement Partners, LLC$01
233NICOLET ADVISORY SERVICES, LLC$01
234CERTUITY, LLC$01
235XTX Topco Ltd$01
236Kestra Advisory Services, LLC$01
237Interchange Capital Partners, LLC$01
238AlphaQuest LLC$01
239NorthCrest Asset Manangement, LLC$01
240SageView Advisory Group, LLC$01
241Signature Resources Capital Management, LLC$01
242Dunhill Financial, LLC$01
243SummitTX Capital, L.P.$01
244Brucke Financial, Inc.$01
245Turas Capital Management LP$01
246VARCOV Co.$01
247Coastline Complete Wealth LLC$01
Truncated by Public Filings. The published aggregate ranks the top 247 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SNDR

RETAINED WINDOW · ACTIVE HITS

Zero hits on SNDR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SNDR · financials and macro

Financials — as filed PLANNED

SNDR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SNDR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing