Envestnet Asset Management
SHMD

Envestnet Asset Management’s SCHMID Group SHMD Stock Holding History

Envestnet 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
Q1 		$883K Hold
166,573
– – ﹤0.01% 3540
2025
Q4 		$1.03M Hold
166,573
– – ﹤0.01% 3250
2025
Q3 		$471K Hold
166,573
– – ﹤0.01% 3803
2025
Q2 		$461K Buy
166,573
+46,573
+39% +$143K ﹤0.01% 3754
2025
Q1 		$475K Hold
120,000
– – ﹤0.01% 3653
2024
Q4 		$370K Hold
120,000
– – ﹤0.01% 3765
2024
Q3 		$428K Hold
120,000
– – ﹤0.01% 3614
2024
Q2 		$498K Buy
+120,000
New +$488K ﹤0.01% 3464

Other funds holding SHMD

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
GIM
Goodlander Investment Management Dallas, Texas $289M AUM 225.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's SHMD Position: Q1 2026 in Review

Envestnet Asset Management held its SCHMID Group (SHMD) position steady in Q1 2026 at 166,573 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #3540.

Envestnet Asset Management first reported a position in SHMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2025. 31 funds tracked by Wall St. Rank hold SHMD as of Q1 2026.

  • Envestnet Asset Management held 166,573 shares of SCHMID Group worth $883K as of Q1 2026.
  • Envestnet Asset Management left its SCHMID Group share count unchanged in Q1 2026.
  • SCHMID Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3540 holding.
  • Envestnet Asset Management first reported a position in SCHMID Group in Q2 2024 and has held it in 8 quarters since.
  • Envestnet Asset Management's SCHMID Group position peaked at $1.03M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held SCHMID Group as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.