JIC
SHMD

Joel Isaacson & Co’s SCHMID Group SHMD Stock Holding History

Joel Isaacson & Co’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 		$291K Buy
46,500
+33,500
+258% +$205K 0.01% 386
2026
Q1 		$68.9K Buy
+13,000
New +$99.7K ﹤0.01% 449

Other funds holding SHMD

PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $362M AUM 29.47% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return

Joel Isaacson & Co's SHMD Position: Q2 2026 in Review

Joel Isaacson & Co increased its SCHMID Group (SHMD) stake by 258% in Q2 2026, buying an estimated $205K and bringing the position to 46,500 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #386.

Joel Isaacson & Co first reported a position in SHMD in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold SHMD as of Q2 2026.

  • Joel Isaacson & Co held 46,500 shares of SCHMID Group worth $291K as of Q2 2026.
  • Joel Isaacson & Co bought 33,500 SCHMID Group shares in Q2 2026, an estimated $205K.
  • SCHMID Group made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #386 holding.
  • Joel Isaacson & Co first reported a position in SCHMID Group in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.