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 Q2	$292K	Sell	46,573 -120,000	-72%	-$736K	﹤0.01%	4447
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

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PWA

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management reduced its SCHMID Group (SHMD) stake by 72% in Q2 2026, selling an estimated $736K and leaving 46,573 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #4447.

Envestnet Asset Management first reported a position in SHMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2025. 42 funds tracked by Wall St. Rank hold SHMD as of Q2 2026.

Envestnet Asset Management held 46,573 shares of SCHMID Group worth $292K as of Q2 2026.
Envestnet Asset Management sold 120,000 SCHMID Group shares in Q2 2026, an estimated $736K.
SCHMID Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4447 holding.
Envestnet Asset Management first reported a position in SCHMID Group in Q2 2024 and has held it in 9 quarters since.
Envestnet Asset Management's SCHMID Group position peaked at $1.03M in Q4 2025.
42 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.