HP
SHMD

Hartree Partners’s SCHMID Group SHMD Stock Holding History

Hartree Partners’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 		$7.38M Buy
1,342,500
+105,000
+8% +$644K 1.57% 19
2026
Q1 		$6.5M Buy
1,237,500
+210,000
+20% +$1.61M 1.39% 21
2025
Q4 		$4.62M Buy
1,027,500
+123,040
+14% +$542K 1.67% 20
2025
Q3 		$1.81M Sell
904,460
-15,915
-2% -$42.8K 0.62% 32
2025
Q2 		$2.3M Buy
920,375
+7,965
+0.9% +$24.5K 0.65% 29
2025
Q1 		$2.97M Sell
912,410
-145,590
-14% -$389K 1.07% 23
2024
Q4 		$3.17M Buy
1,058,000
+23,000
+2% +$67.3K 1.17% 24
2024
Q3 		$3.62M Buy
1,035,000
+614,972
+146% +$2.54M 0.83% 32
2024
Q2 		$1.74M Buy
+420,028
New +$1.71M 0.44% 31

Other funds holding SHMD

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
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
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $399M AUM 42.87% 1-Year Est. Return

Hartree Partners's SHMD Position: Q2 2026 in Review

Hartree Partners increased its SCHMID Group (SHMD) stake by 8.5% in Q2 2026, buying an estimated $644K and bringing the position to 1,342,500 shares worth $7.38M. The position accounts for 1.57% of the portfolio, ranked #19.

Hartree Partners first reported a position in SHMD in Q2 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold SHMD as of Q2 2026.

  • Hartree Partners held 1,342,500 shares of SCHMID Group worth $7.38M as of Q2 2026.
  • Hartree Partners bought 105,000 SCHMID Group shares in Q2 2026, an estimated $644K.
  • SCHMID Group made up 1.57% of Hartree Partners's portfolio in Q2 2026, its #19 holding.
  • Hartree Partners first reported a position in SCHMID Group in Q2 2024 and has held it in 9 quarters since.
  • 42 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

Based on Hartree Partners's 13F filing for Q2 2026, filed 12 Aug 2026.