Envestnet Asset Management’s SCHMID Group SHMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
166,573
+46,573
+39% +$129K ﹤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 +$498K ﹤0.01% 3464