O'Brien Greene & Co’s SCHMID Group SHMD Stock Holding History

O'Brien Greene & 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	$219K	Buy	+35,000	New	+$215K	0.06%	133

Other funds holding SHMD

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.14% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return

O'Brien Greene & Co's SHMD Position: Q2 2026 in Review

O'Brien Greene & Co opened a new position in SCHMID Group (SHMD) in Q2 2026: 35,000 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings.

10 funds tracked by Wall St. Rank hold SHMD as of Q2 2026.

O'Brien Greene & Co held 35,000 shares of SCHMID Group worth $219K as of Q2 2026.
SCHMID Group was a new O'Brien Greene & Co position in Q2 2026.
SCHMID Group made up 0.06% of O'Brien Greene & Co's portfolio in Q2 2026, its #133 holding.
10 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.