Evolution Wealth Advisors’s SCHMID Group SHMD Stock Holding History

Evolution Wealth Advisors’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 Q3	$97.2K	Buy	+20,000	New	+$84.4K	0.01%	191

Other funds holding SHMD

Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Costello Asset Management Feasterville, Pennsylvania $332M AUM 19.63% 1-Year Est. Return

Evolution Wealth Advisors's SHMD Position: Q3 2026 in Review

Evolution Wealth Advisors opened a new position in SCHMID Group (SHMD) in Q3 2026: 20,000 shares worth $97.2K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

10 funds tracked by Wall St. Rank hold SHMD as of Q3 2026.

Evolution Wealth Advisors held 20,000 shares of SCHMID Group worth $97.2K as of Q3 2026.
SCHMID Group was a new Evolution Wealth Advisors position in Q3 2026.
SCHMID Group made up 0.01% of Evolution Wealth Advisors's portfolio in Q3 2026, its #191 holding.
10 funds tracked by Wall St. Rank held SCHMID Group as of Q3 2026.

Based on Evolution Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.