LPL Financial
SHMD

LPL Financial’s SCHMID Group SHMD Stock Holding History

LPL Financial’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 		$93.5K Buy
14,930
+2,800
+23% +$17.2K ﹤0.01% 5929
2026
Q1 		$64.3K Buy
+12,130
New +$93K ﹤0.01% 5748

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
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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
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

LPL Financial's SHMD Position: Q2 2026 in Review

LPL Financial increased its SCHMID Group (SHMD) stake by 23% in Q2 2026, buying an estimated $17.2K and bringing the position to 14,930 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5929.

LPL Financial 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.

  • LPL Financial held 14,930 shares of SCHMID Group worth $93.5K as of Q2 2026.
  • LPL Financial bought 2,800 SCHMID Group shares in Q2 2026, an estimated $17.2K.
  • SCHMID Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5929 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.