Schrum Private Wealth Management LLC Purchases in Q4 2024

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
5.15K
+ 309.56%
$273.87 - $320.91 $1.41M - $1.65M
6.82K $2.15M
IVV
Ishares Core S&P 500 ETF

ETFs
1.97K
+ 107.4%
$570.51 - $610.59 $1.13M - $1.21M
3.81K $2.24M
XLY
Select Sector Spdr Consumer Di

ETFs
4.17K
New
$194.8 - $239.43 $813K - $999K
4.17K $935K
IWM
Ishares Russell 2000 ETF

ETFs
3.85K
New
$216.13 - $242.4 $832K - $933K
3.85K $850K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.3K
New
$563.99 - $620.12 $732K - $805K
1.3K $739K
AAPL
Apple Inc.

Technology
802
+ 3.26%
$221.69 - $259.02 $178K - $208K
25.4K $6.37M
ITW
Illinois Tool Works Inc

Industrials
1.7K
New
$253.56 - $278.5 $431K - $473K
1.7K $431K
COST
Costco Wholesale Corp

Consumer Defensive
443
New
$873.59 - $994.69 $387K - $441K
443 $405K
JPM
Jpmorgan Chase & CO

Financial Services
355
+ 3.26%
$205.18 - $250.29 $72.8K - $88.9K
11.2K $2.69M
ALL
Allstate Corp

Financial Services
1.7K
New
$181.25 - $208.2 $308K - $354K
1.7K $327K
NSC
Norfolk Southern Corp

Industrials
1.37K
+ 107.98%
$230.6 - $277.0 $315K - $379K
2.63K $617K
DE
Deere & CO

Industrials
526
New
$389.45 - $466.0 $205K - $245K
526 $222K
AMT
American Tower Corp

Real Estate
1.13K
New
$179.4 - $232.01 $203K - $262K
1.13K $207K
PKI
Perkinelmer Inc

Healthcare
1.6K
+ 80.0%
N/A
3.6K $435K
ORCL
Oracle Corp

Technology
598
+ 9.2%
$165.41 - $192.43 $98.9K - $115K
7.1K $1.18M
SHV
Ishares Tr

ETFs
585
+ 11.03%
$109.92 - $110.57 $64.3K - $64.7K
5.89K $648K
DHR
Danaher Corp

Healthcare
127
+ 16.16%
$226.16 - $274.52 $28.7K - $34.9K
913 $209K
PANW
Palo Alto Networks Inc

Technology
4.12K
+ 85.81%
$181.96 - $405.9 $749K - $1.67M
8.92K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.95K
+ 50.0%
$22.01 - $66.82 $131K - $398K
17.9K $405K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.37K
+ 50.06%
$25.79 - $80.4 $139K - $432K
16.1K $419K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.7K
+ 51.44%
$26.93 - $84.95 $261K - $824K
28.5K $779K
FNDX
Schwab Fundamental U S Large C

ETFs
25.6K
+ 52.78%
$23.49 - $71.77 $601K - $1.84M
74K $1.75M
Activity Summary
Buys All Purchases 23 New Holdings 9 Increased Positions 14 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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