SDWMA
X

Schneider Downs Wealth Management Advisors’s US Steel X Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,961
Closed -$294K – 154
2025
Q1 		$294K Sell
6,961
-400
-5% -$15.1K 0.05% 113
2024
Q4 		$250K Buy
+7,361
New +$272K 0.05% 122

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's X Position: Q2 2025 in Review

Schneider Downs Wealth Management Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 6,961 shares — an estimated $294K sold.

Schneider Downs Wealth Management Advisors first reported a position in X in Q4 2024 and held it in 2 quarters. The position peaked at $294K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Schneider Downs Wealth Management Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 6,961 US Steel shares in Q2 2025, an estimated $294K.
  • Schneider Downs Wealth Management Advisors first reported a position in US Steel in Q4 2024 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's US Steel position peaked at $294K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.