SNDRNYSETrucking (No Local)Fiscal year ends December 31
Schneider National, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$30.47−1.04 (-3.30%)
Close on Oct 19, 2026
- Market cap
- $5.36B
- P/E (TTM)
- 47.6
- Dividend yield
- 1.25%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
39.8%
70M of 175M shares
Institutional holders
338
81 new, 35 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $4.36M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,992,140 | 6.50% | 13G (passive) amendment | Mar 31, 2025 |
| Gannon Thomas A. | 5,699,990 | 6.20% | 13G (passive) amendment | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 4,706,739 | 5.10% | 13G (passive) | Jun 30, 2025 |
| Koller Therese A. | 21,645,320 | 19.90% | 13D (active) amendment | Jan 16, 2026 |
| Zimmermann Kathleen M. | 19,663,754 | 18.10% | 13D (active) amendment | Jan 15, 2026 |
| DePrey Mary P. | 19,039,000 | 17.50% | 13D (active) amendment | Jan 16, 2026 |
| Schneider Paul J. | 18,317,686 | 16.80% | 13D (active) amendment | Jan 16, 2026 |
| Klimpel Joan D. | 112,387,705 | 64.10% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SNDR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,091,347 | 4.05% | $259.05M | +223,171 | 0.00% |
| Blueprint Investment Partners LLC | 6,075,390 | 3.47% | $221.93M | −25,023 | 18.51% |
| Blueprint Financial Advisors LLC | 6,075,390 | 3.47% | $221.93M | −25,023 | 24.66% |
| Dimensional Fund Advisors LP | 5,141,299 | 2.93% | $187.81M | +126,158 | 0.03% |
| Aqr Capital Management LLC | 2,767,845 | 1.58% | $100.86M | +298,118 | 0.04% |
| Vanguard Portfolio Management LLC | 2,464,272 | 1.41% | $90.02M | −499,625 | 0.00% |
| Earnest Partners LLC | 2,032,381 | 1.16% | $74.24M | −45,388 | 0.27% |
| American Century Companies Inc | 2,003,827 | 1.14% | $73.20M | +251,587 | 0.03% |
| Vanguard Capital Management LLC | 1,974,379 | 1.13% | $72.12M | −427,839 | 0.00% |
| Deprince Race & Zollo Inc | 1,955,832 | 1.12% | $71.45M | −204,274 | 1.20% |
| Quantinno Capital Management LP | 1,946,777 | 1.11% | $71.12M | −46,409 | 0.09% |
| Hood River Capital Management LLC | 1,924,667 | 1.10% | $70.31M | +196,070 | 0.51% |
| State Street Corp | 1,880,316 | 1.07% | $68.87M | −9,860 | 0.00% |
| Morgan Stanley | 1,323,064 | 0.75% | $48.33M | −654,353 | 0.00% |
| GW&K Investment Management, LLC | 1,219,072 | 0.70% | $44.53K | −13,283 | 0.35% |
| Invesco Ltd. | 1,143,462 | 0.65% | $41.77M | +635,560 | 0.00% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,076,383 | 0.61% | $39.32M | −211,701 | 0.04% |
| New York State Common Retirement Fund | 979,426 | 0.56% | $35.78M | −25,205 | 0.05% |
| Geode Capital Management, LLC | 922,613 | 0.53% | $33.71M | +25,153 | 0.00% |
| Bank Of America Corp /De/ | 850,607 | 0.49% | $31.07M | +39,324 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 338 | 70M | 39.8% | 81 / 112 | 103 / 35 | 7M | 7M |
| Q1 2026 | 297 | 70M | 40.2% | 53 / 125 | 80 / 41 | 11M | 5M |
| Q4 2025 | 291 | 69M | 39.4% | 57 / 80 | 129 / 49 | 21M | 7M |
| Q3 2025 | 287 | 56M | 31.8% | 53 / 111 | 88 / 31 | 6M | 9M |
| Q2 2025 | 267 | 59M | 33.7% | 39 / 97 | 101 / 50 | 8M | 6M |
| Q1 2025 | 280 | 57M | 32.8% | 48 / 90 | 101 / 31 | 6M | 6M |
| Q4 2024 | 267 | 57M | 32.8% | 44 / 105 | 79 / 22 | 6M | 4M |
| Q3 2024 | 246 | 56M | 32.0% | 49 / 98 | 68 / 33 | 12M | 6M |
| Q2 2024 | 233 | 53M | 30.1% | 36 / 102 | 73 / 57 | 9M | 10M |
| Q1 2024 | 255 | 54M | 30.7% | 50 / 106 | 72 / 38 | 8M | 7M |
| Q4 2023 | 243 | 53M | 30.3% | 42 / 80 | 97 / 47 | 8M | 5M |
| Q3 2023 | 250 | 49M | 28.1% | 37 / 92 | 84 / 20 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SNDR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,996,807 | 1.71% | $109.47M | 0.10% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,700,488 | 0.97% | $60.10M | 0.22% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,320,666 | 0.75% | $48.24M | 0.00% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 1,278,290 | 0.73% | $46.70M | 0.70% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,205,180 | 0.69% | $43.07M | 0.22% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 950,182 | 0.54% | $34.71M | 0.02% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 750,587 | 0.43% | $26.83M | 0.16% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 606,036 | 0.35% | $21.66M | 0.15% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 602,074 | 0.34% | $21.99M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 571,226 | 0.33% | $20.87M | 0.02% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 520,584 | 0.30% | $18.61M | 0.23% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 457,128 | 0.26% | $16.70M | 0.10% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 454,987 | 0.26% | $16.26M | 0.43% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 428,186 | 0.24% | $15.64M | 0.20% | Jun 30, 2026 |
| Invesco Small Cap Equity Fund | 355,478 | 0.20% | $12.99M | 1.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark B. Rourke | Executive Chair, Director | 2,021,824 | 1.15% | Aug 5, 2026 |
| Michael J. Baumgardt | EVP Intermodal & Logistics | 24,335 | 0.01% | Jul 30, 2026 |
| Steven A. Wells | EVP Truckload | 9,290 | 0.01% | Jul 30, 2026 |
| James Scott Filter | President & CEO | 224,439 | 0.13% | Jul 6, 2026 |
| Thomas G. Jackson | EVP - General Counsel | 77,174 | 0.04% | Jun 12, 2026 |
| Shaleen Devgun | EVP-Chief Innovation, Tech | 301,254 | 0.17% | Jun 10, 2026 |
| Magnin Shelly A. Dumas | VP and Corporate Controller | 24,697 | 0.01% | May 8, 2026 |
| Angela M. Fish | EVP Human Resources | 58,095 | 0.03% | May 5, 2026 |
| Darrell George Campbell | EVP - CFO | 66,275 | 0.04% | Feb 20, 2026 |
| Robert M. Reich JR | EVP - CAO | 172,321 | 0.10% | Feb 18, 2026 |
| Paul J. Schneider | Director, 10% owner | 18,316,489 | 10.45% | Sep 22, 2026 |
| James R. Giertz | Director | 67,225 | 0.04% | Jul 14, 2026 |
| Mary P. DePrey | Director, 10% owner | 18,002,373 | 10.27% | May 29, 2026 |
| Austin M. Ramirez | Director | 14,318 | 0.01% | May 8, 2026 |
| Robert M. Knight Jr | Director | 46,275 | 0.03% | May 4, 2026 |
| James L. Welch | Director | 63,175 | 0.04% | May 4, 2026 |
| Jyoti Chopra | Director | 41,471 | 0.02% | May 4, 2026 |
| John A. Swainson | Director | 52,231 | 0.03% | May 4, 2026 |
| Julie K. Streich | Director | 25,620 | 0.01% | May 4, 2026 |
| Kathleen M. Zimmermann | Director, 10% owner | 19,915,939 | 11.36% | Jan 16, 2026 |
| Robert W. Grubbs | Director | 332,522 | 0.19% | May 1, 2025 |
| Therese A. Koller | 10% owner | 20,453,450 | 11.67% | Jan 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul J. Schneider Director, 10% owner | Sep 18, 2026 | Gift | −3,000 | – | – | 430,719 |
| Mark B. Rourke Executive Chair, Director | Aug 4, 2026 | Sale | −24,000 | $36.12 | $866.88K | 221,522 |
| Mark B. Rourke Executive Chair, Director | Aug 4, 2026 | Sale | −15,474 | $35.98 | $556.75K | 234,730 |
| Mark B. Rourke Executive Chair, Director | Aug 4, 2026 | Option exercise | +15,474 | $20.96 | $324.34K | 250,204 |
| Mark B. Rourke Executive Chair, Director | Aug 4, 2026 | Option exercise | +13,208 | $24.81 | $327.69K | 234,730 |
| Mark B. Rourke Executive Chair, Director | Aug 4, 2026 | Sale | −13,208 | $35.58 | $469.94K | 221,522 |
| Mark B. Rourke Executive Chair, Director | Aug 4, 2026 | Option exercise | +24,000 | $20.96 | $503.04K | 245,522 |
| Mark B. Rourke Executive Chair, Director | Aug 3, 2026 | Sale | −20,312 | $35.18 | $714.58K | 221,522 |
| Mark B. Rourke Executive Chair, Director | Aug 3, 2026 | Option exercise | +20,312 | $24.81 | $503.94K | 241,834 |
| James R. Giertz Director | Jul 10, 2026 | Award | +11.9 | $36.40 | $433 | 67,225 |
| James Scott Filter President & CEO | Jul 1, 2026 | Award | +14,767 | – | – | 205,926 |
| Paul J. Schneider Director, 10% owner | Jun 24, 2026 | Gift | −3,665 | – | – | 433,719 |
| Thomas G. Jackson EVP - General Counsel | Jun 10, 2026 | Sale | −20,271 | $37.15 | $753.07K | 77,174 |
| Thomas G. Jackson EVP - General Counsel | Jun 10, 2026 | Option exercise | +20,271 | $25.91 | $525.22K | 97,445 |
| Shaleen Devgun EVP-Chief Innovation, Tech | Jun 8, 2026 | Option exercise | +8,352 | $24.81 | $207.21K | 46,971 |
| Shaleen Devgun EVP-Chief Innovation, Tech | Jun 8, 2026 | Sale | −8,352 | $38.59 | $322.30K | 38,619 |
| Mary P. DePrey Director, 10% owner | May 27, 2026 | Gift | −25,173 | – | – | 589,373 |
| Magnin Shelly A. Dumas VP and Corporate Controller | May 6, 2026 | Sale | −2,425 | $30.90 | $74.93K | 24,697 |
| Angela M. Fish EVP Human Resources | May 5, 2026 | Sale | −7,869 | $30.43 | $239.45K | 58,095 |
| Angela M. Fish EVP Human Resources | May 5, 2026 | Option exercise | +8,478 | $25.91 | $219.66K | 65,964 |
| Angela M. Fish EVP Human Resources | May 4, 2026 | Sale | −6,250 | $30.01 | $187.56K | 57,486 |
| Angela M. Fish EVP Human Resources | May 4, 2026 | Option exercise | +6,725 | $25.91 | $174.24K | 63,736 |
| Angela M. Fish EVP Human Resources | May 1, 2026 | Award | +636 | – | – | 57,011 |
| Paul J. Schneider Director, 10% owner | Apr 30, 2026 | Award | +5,468 | – | – | 437,384 |
| Julie K. Streich Director | Apr 30, 2026 | Award | +5,468 | – | – | 25,620 |
| Mary P. DePrey Director, 10% owner | Apr 30, 2026 | Award | +5,468 | – | – | 614,546 |
| James R. Giertz Director | Apr 30, 2026 | Award | +5,468 | – | – | 67,213 |
| James L. Welch Director | Apr 30, 2026 | Award | +5,468 | – | – | 57,703 |
| Robert M. Knight Jr Director | Apr 30, 2026 | Award | +5,468 | – | – | 46,275 |
| Austin M. Ramirez Director | Apr 30, 2026 | Award | +5,468 | – | – | 5,468 |
| John A. Swainson Director | Apr 30, 2026 | Award | +5,468 | – | – | 52,231 |
| Jyoti Chopra Director | Apr 30, 2026 | Award | +5,468 | – | – | 41,471 |
| James R. Giertz Director | Apr 8, 2026 | Award | +15.17 | $28.47 | $432 | 61,745 |
| Shaleen Devgun EVP-Chief Innovation, Tech | Feb 26, 2026 | Gift | −9,415 | – | – | 38,619 |
| Shaleen Devgun EVP-Chief Innovation, Tech | Feb 26, 2026 | Gift | +9,415 | – | – | 122,787 |
| Darrell George Campbell EVP - CFO | Feb 19, 2026 | Sale | −6,000 | $28.89 | $173.34K | 66,275 |
| Mark B. Rourke President & CEO | Feb 18, 2026 | Gift | +66,918 | – | – | 943,108 |
| Mark B. Rourke President & CEO | Feb 18, 2026 | Gift | −66,918 | – | – | 221,522 |
| Robert M. Reich JR EVP - CAO | Feb 15, 2026 | Tax withholding | −1,638 | $28.73 | $47.06K | 172,321 |
| Robert M. Reich JR EVP - CAO | Feb 15, 2026 | Tax withholding | −618 | $28.73 | $17.76K | 171,703 |
| Robert M. Reich JR EVP - CAO | Feb 15, 2026 | Tax withholding | −1,382 | $28.73 | $39.70K | 166,036 |
| Robert M. Reich JR EVP - CAO | Feb 15, 2026 | Tax withholding | −4,285 | $28.73 | $123.11K | 167,418 |
| Magnin Shelly A. Dumas VP and Corporate Controller | Feb 15, 2026 | Tax withholding | −714 | $28.73 | $20.51K | 27,583 |
| Magnin Shelly A. Dumas VP and Corporate Controller | Feb 15, 2026 | Tax withholding | −680 | $28.73 | $19.54K | 29,110 |
| Magnin Shelly A. Dumas VP and Corporate Controller | Feb 15, 2026 | Tax withholding | −813 | $28.73 | $23.36K | 28,297 |
| Magnin Shelly A. Dumas VP and Corporate Controller | Feb 15, 2026 | Tax withholding | −461 | $28.73 | $13.24K | 27,122 |
| Thomas G. Jackson EVP - General Counsel | Feb 15, 2026 | Tax withholding | −4,229 | $28.73 | $121.50K | 77,174 |
| Thomas G. Jackson EVP - General Counsel | Feb 15, 2026 | Tax withholding | −2,079 | $28.73 | $59.73K | 83,496 |
| Thomas G. Jackson EVP - General Counsel | Feb 15, 2026 | Tax withholding | −1,412 | $28.73 | $40.57K | 82,084 |
| Thomas G. Jackson EVP - General Counsel | Feb 15, 2026 | Tax withholding | −681 | $28.73 | $19.57K | 81,403 |
| James Scott Filter EVP, Pres. Transp. and Log. | Feb 15, 2026 | Tax withholding | −6,327 | $28.73 | $181.77K | 193,114 |
| James Scott Filter EVP, Pres. Transp. and Log. | Feb 15, 2026 | Tax withholding | −2,990 | $28.73 | $85.90K | 200,122 |
| James Scott Filter EVP, Pres. Transp. and Log. | Feb 15, 2026 | Tax withholding | −681 | $28.73 | $19.57K | 199,441 |
| James Scott Filter EVP, Pres. Transp. and Log. | Feb 15, 2026 | Tax withholding | −1,955 | $28.73 | $56.17K | 191,159 |
| Mark B. Rourke President & CEO | Feb 15, 2026 | Tax withholding | −9,180 | $28.73 | $263.74K | 288,440 |
| Mark B. Rourke President & CEO | Feb 15, 2026 | Tax withholding | −27,745 | $28.73 | $797.11K | 297,620 |
| Mark B. Rourke President & CEO | Feb 15, 2026 | Tax withholding | −4,524 | $28.73 | $129.97K | 325,365 |
| Mark B. Rourke President & CEO | Feb 15, 2026 | Tax withholding | −12,537 | $28.73 | $360.19K | 329,889 |
| Shaleen Devgun EVP-Chief Innovation, Tech | Feb 15, 2026 | Tax withholding | −2,136 | $28.73 | $61.37K | 48,034 |
| Shaleen Devgun EVP-Chief Innovation, Tech | Feb 15, 2026 | Tax withholding | −4,146 | $28.73 | $119.11K | 50,170 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rourke Mark Officer | Aug 4, 2026 | 52,682 | $1.89M | Aug 4, 2026 | Stock Option Exercise |
| Rourke Mark Officer | Aug 3, 2026 | 20,312 | $714.50K | Aug 3, 2026 | Stock Option Exercise |
| Jackson Thomas Officer | Jun 10, 2026 | 20,271 | $752.98K | Jun 10, 2026 | Stock Option Exercise |
| Devgun Shaleen Officer | Jun 8, 2026 | 8,352 | $322.34K | Jun 8, 2026 | Stock Option Exercise |
| Reich Robert Officer | May 27, 2026 | 8,000 | $280.82K | May 27, 2026 | Restricted Stock |
| Grubbs Robert Officer | May 27, 2026 | 7,835 | $273.62K | May 27, 2026 | Restricted Stock |
| Dumas Magnin Shelly Officer | May 6, 2026 | 2,425 | $74.93K | May 6, 2026 | Restricted Stock |
| M. Reich Robert Officer | May 6, 2026 | 12,472 | $383.86K | May 6, 2026 | Restricted Stock |
| M. Fish Angela Officer | May 5, 2026 | 7,869 | $239.44K | May 5, 2026 | Stock Option Exercise |
| M. Reich Robert Officer | May 5, 2026 | 2,934 | $89.67K | May 5, 2026 | Performance Shares |
| M. Reich Robert Officer | May 4, 2026 | 24,594 | $753.77K | May 4, 2026 | Stock Option Exercise |
| M. Fish Angela Officer | May 4, 2026 | 6,250 | $187.54K | May 4, 2026 | Stock Option Exercise |
| Grubbs Robert Director | May 1, 2026 | 8,012 | $262.12K | May 1, 2026 | Restricted Stock |
| Campbell Darrell Officer | Feb 19, 2026 | 6,000 | $173.36K | Feb 19, 2026 | Restricted Stock |
| Jackson Thomas Officer | Aug 7, 2025 | 36,596 | $891.64K | Aug 7, 2025 | Stock Option Exercise |