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
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

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
GIM
Goodlander Investment Management Dallas, Texas $289M AUM 225.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PEAK6
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return