CIAM
SHMD

Caitong International Asset Management’s SCHMID Group SHMD Stock Holding History

Caitong International Asset Management’s Portfolio SHMD Stock Details SHMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$265 – 3505
2026
Q1 		$265 Buy
+50
New +$383 ﹤0.01% 1824

Other funds holding SHMD

PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $362M AUM 29.47% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return

Caitong International Asset Management's SHMD Position: Q2 2026 in Review

Caitong International Asset Management sold out of SCHMID Group (SHMD) in Q2 2026, closing a stake of 50 shares — an estimated $265 sold.

Caitong International Asset Management first reported a position in SHMD in Q1 2026 and held it in 1 quarter. The position peaked at $265 in Q1 2026. 10 funds tracked by Wall St. Rank hold SHMD as of Q2 2026.

  • Caitong International Asset Management reported no remaining SCHMID Group position as of Q2 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 50 SCHMID Group shares in Q2 2026, an estimated $265.
  • Caitong International Asset Management first reported a position in SCHMID Group in Q1 2026 and held it in 1 quarter.
  • Caitong International Asset Management's SCHMID Group position peaked at $265 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.