Envestnet Asset Management

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

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Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Goodlander Investment Management Dallas, Texas $289M AUM 225.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return