PWA
SHMD

Primoris Wealth Advisors’s SCHMID Group SHMD Stock Holding History

Primoris Wealth Advisors’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 		$3.15M Buy
+502,560
New +$3.08M 1.43% 21

Other funds holding SHMD

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
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

Primoris Wealth Advisors's SHMD Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in SCHMID Group (SHMD) in Q2 2026: 502,560 shares worth $3.15M. The stake represents 1.43% of the portfolio and ranks #21 among its holdings.

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

  • Primoris Wealth Advisors held 502,560 shares of SCHMID Group worth $3.15M as of Q2 2026.
  • SCHMID Group was a new Primoris Wealth Advisors position in Q2 2026.
  • SCHMID Group made up 1.43% of Primoris Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • 10 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.