Schrum Private Wealth Management LLC Purchases in Q1 2025

Schrum Private Wealth Management LLC

  • $113 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
63
+ 0.59%
$169.2 - $216.66 $10.7K - $13.6K
10.7K $2.24M
ABT
Abbott Laboratories

Healthcare
1
+ 0.01%
$111.1 - $140.22 $111 - $140
11.3K $1.5M
YUM
Yum Brands Inc

Consumer Cyclical
1.37K
New
$123.25 - $162.53 $169K - $223K
1.37K $215K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.98K
New
$63.07 - $73.5 $188K - $219K
2.98K $209K
CI
Cigna Corp

Healthcare
633
New
$274.49 - $329.0 $174K - $208K
633 $208K
ROP
Roper Technologies Inc

Industrials
350
New
$502.71 - $593.81 $176K - $208K
350 $206K
SCHW
Schwab Charles Corp

Financial Services
2.56K
New
$71.24 - $83.64 $182K - $214K
2.56K $200K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.23K
New
$58.01 - $64.46 $187K - $208K
3.23K $200K
CVX
Chevron Corp

Energy
6
+ 0.08%
$146.71 - $167.97 $880 - $1.01K
7.24K $1.21M
SHV
Ishares Tr

ETFs
1.11K
+ 18.85%
$110.11 - $110.51 $122K - $123K
7K $773K
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.08%
$114.1 - $135.66 $456 - $543
5.19K $687K
WMT
Walmart Inc.

Consumer Defensive
1.01K
+ 21.79%
$84.5 - $105.05 $84.9K - $106K
5.62K $493K
VZ
Verizon Communications Inc

Communication Services
730
+ 10.42%
$37.81 - $46.49 $27.6K - $33.9K
7.74K $350K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.04%
$225.19 - $279.95 $1.13K - $1.4K
11.2K $2.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
648
+ 9.44%
$168.16 - $186.21 $109K - $121K
7.51K $1.28M
AMT
American Tower Corp

Real Estate
2
+ 0.18%
$173.46 - $217.6 $347 - $435
1.13K $246K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
30
+ 0.23%
$31.25 - $34.24 $938 - $1.03K
13.1K $448K
SLB
Schlumberger Limited

Energy
67
+ 0.69%
$38.4 - $43.74 $2.57K - $2.93K
9.85K $411K
META
Meta Platforms, Inc.

Communication Services
50
+ 8.74%
$576.36 - $736.67 $28.8K - $36.8K
622 $358K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.06%
$68.32 - $75.06 $137 - $150
3.53K $263K
AMZN
Amazon Com Inc

Consumer Cyclical
328
+ 19.45%
$190.26 - $242.06 $62.4K - $79.4K
2.01K $383K
NVDA
Nvidia Corp

Technology
1.18K
+ 26.09%
$106.98 - $149.43 $126K - $176K
5.7K $617K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
292
+ 5.19%
$507.05 - $563.67 $148K - $165K
5.92K $3.04M
Ishares Bitcoin Trust ETF
5.28K
New
N/A
5.28K $0
Linde PLC
472
New
N/A
472 $0
FNDX
Schwab Fundamental U S Large C

ETFs
8
+ 0.01%
$23.03 - $25.01 $184 - $200
74K $1.75M
NEE
Nextera Energy Inc

Utilities
6
+ 0.08%
$66.96 - $76.16 $402 - $457
7.16K $507K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 1.09%
$271.18 - $303.12 $2.71K - $3.03K
928 $255K
VT
Vanguard Total World Stk Index

ETFs
6
+ 0.08%
$115.08 - $123.97 $690 - $744
7.91K $916K
PEP
Pepsico Inc

Consumer Defensive
18
+ 0.22%
$142.64 - $156.42 $2.57K - $2.82K
8.28K $1.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
743
+ 4.58%
$120.29 - $134.6 $89.4K - $100K
17K $2.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.33K
+ 3.58%
$64.88 - $72.1 $86.5K - $96.2K
38.6K $2.54M
BX
Blackstone Inc.

Financial Services
424
+ 14.48%
$136.53 - $186.74 $57.9K - $79.2K
3.35K $468K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
8
+ 0.11%
$108.02 - $120.45 $864 - $964
7.41K $816K
SPYG
Spdr Portfolio

ETFs
201
+ 2.49%
$80.05 - $92.39 $16.1K - $18.6K
8.27K $664K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.01%
$57.56 - $65.3 $57.6 - $65.3
11.2K $671K
DLR
Digital Realty Trust, Inc.

Real Estate
6
+ 0.4%
$142.1 - $183.56 $853 - $1.1K
1.5K $215K
GOOGL
Alphabet Inc.

Communication Services
57
+ 2.17%
$154.33 - $206.19 $8.8K - $11.8K
2.68K $414K
VB
Vanguard Small Cap ETF

ETFs
33
+ 0.56%
$217.89 - $252.64 $7.19K - $8.34K
5.9K $1.31M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.02%
$192.6 - $233.2 $193 - $233
4.17K $823K
ORCL
Oracle Corp

Technology
2
+ 0.03%
$139.81 - $186.47 $280 - $373
7.1K $992K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
250
+ 3.09%
$165.25 - $224.62 $41.3K - $56.2K
8.35K $1.39M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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