Position in SNDR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$25,388
+$6,910 QoQ
Shares Held
695
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#87
of 134 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNDR Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $181,036 across 12 Trucking names. SNDR ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
291 | $63,030 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
465 | $36,209 | |
| 3 | SAIA |
Saia Inc
|
84 | $35,377 | |
| 4 | SNDR |
Schneider National, Inc.
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|
695 | $25,388 | |
| 5 | RXO |
RXO, Inc.
|
318 | $8,773 | |
| 6 | XPO |
XPO, Inc.
|
24 | $4,926 | |
| 7 | ARCB |
Arcbest Corp /De/
|
19 | $2,727 | |
| 8 | MRTN |
Marten Transport Ltd
|
147 | $2,550 |
All Filings in SNDR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,388 | 695 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,478 | 701 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,583 | 512 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,098 | 619 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,399 | 265 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $22 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||