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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SNDR holding history

Schneider National, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNDR overviewAll 13F holders of SNDRFull Q2 2026 holdings

Shares (Q2 2026)
695
Value
$25.4K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of SNDR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026695$25.4K<0.1%−6−0.9%ReducedHolders
Q1 2026701$18.5K<0.1%+189+36.9%AddedHolders
Q4 2025512$13.6K<0.1%−107−17.3%ReducedHolders
Q3 2025619$13.1K<0.1%+354+133.6%AddedHolders
Q2 2025265$6.40K<0.1%+264+26,400.0%AddedHolders
Q1 20251$23<0.1%+1NewHolders