CAM
SHMD

Costello Asset Management’s SCHMID Group SHMD Stock Holding History

Costello 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 		$3.13K Buy
+500
New +$3.07K ﹤0.01% 633

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

Costello Asset Management's SHMD Position: Q2 2026 in Review

Costello Asset Management opened a new position in SCHMID Group (SHMD) in Q2 2026: 500 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

10 funds tracked by Wall St. Rank hold SHMD as of Q2 2026.

  • Costello Asset Management held 500 shares of SCHMID Group worth $3.13K as of Q2 2026.
  • SCHMID Group was a new Costello Asset Management position in Q2 2026.
  • SCHMID Group made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #633 holding.
  • 10 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.