Schneider Downs Wealth Management Advisors’s Warrior Met Coal HCC Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,000	Closed	-$217K	–	143
2024 Q4	$217K	Hold	4,000	–	–	0.04%	131
2024 Q3	$256K	Hold	4,000	–	–	0.05%	121
2024 Q2	$251K	Hold	4,000	–	–	0.06%	116
2024 Q1	$243K	Hold	4,000	–	–	0.06%	118
2023 Q4	$244K	Hold	4,000	–	–	0.06%	100
2023 Q3	$204K	Buy	+4,000	New	+$168K	0.05%	103

Other funds holding HCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's HCC Position: Q1 2025 in Review

Schneider Downs Wealth Management Advisors sold out of Warrior Met Coal (HCC) in Q1 2025, closing a stake of 4,000 shares — an estimated $217K sold.

Schneider Downs Wealth Management Advisors first reported a position in HCC in Q3 2023 and held it in 6 quarters. The position peaked at $256K in Q3 2024. 258 funds tracked by Wall St. Rank hold HCC as of Q1 2025.

Schneider Downs Wealth Management Advisors reported no remaining Warrior Met Coal position as of Q1 2025 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 4,000 Warrior Met Coal shares in Q1 2025, an estimated $217K.
Schneider Downs Wealth Management Advisors first reported a position in Warrior Met Coal in Q3 2023 and held it in 6 quarters.
Schneider Downs Wealth Management Advisors's Warrior Met Coal position peaked at $256K in Q3 2024.
258 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2025, filed 13 May 2025.