Schrum Private Wealth Management LLC Purchases in Q3 2024

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
15.9K
+ 79.58%
$517.38 - $573.86 $8.23M - $9.13M
35.9K $20.6M
MSFT
Microsoft Corp

Technology
11.5K
+ 64.63%
$395.15 - $467.56 $4.54M - $5.38M
29.3K $12.6M
FXL
First Tr Exchange Traded Fd Fi

ETFs
17.5K
+ 74.33%
$122.48 - $142.51 $2.14M - $2.49M
41K $5.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.43K
+ 104.68%
$475.2 - $527.7 $2.1M - $2.34M
8.66K $4.57M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34.4K
+ 106.62%
$60.84 - $67.51 $2.09M - $2.32M
66.6K $4.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.1K
+ 70.56%
$162.83 - $179.16 $1.81M - $2M
26.9K $4.82M
ACN
Accenture PLC

Technology
5.04K
+ 78.6%
$295.44 - $355.81 $1.49M - $1.79M
11.4K $4.05M
FNDX
Schwab Fundamental U S Large C

ETFs
24.2K
+ 100.01%
$65.36 - $71.76 $1.58M - $1.74M
48.4K $3.48M
AWK
American Water Works Company, Inc.

Utilities
9.33K
+ 60.45%
$127.76 - $149.9 $1.19M - $1.4M
24.8K $3.62M
VB
Vanguard Small Cap ETF

ETFs
5.96K
+ 170.19%
$214.77 - $237.72 $1.28M - $1.42M
9.46K $2.24M
FXR
First Trust Industrials/Produc

ETFs
16.5K
+ 61.98%
$66.85 - $75.76 $1.1M - $1.25M
43K $3.26M
FXO
First Tr Exchange Traded Fd Fi

ETFs
25.7K
+ 100.0%
$45.78 - $51.72 $1.18M - $1.33M
51.4K $2.63M
FXH
First Tr Exchange Trd Fd Healt

ETFs
10.3K
+ 68.03%
$103.09 - $113.83 $1.06M - $1.17M
25.4K $2.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.28K
+ 81.75%
$147.95 - $191.05 $929K - $1.2M
14K $2.43M
LMT
Lockheed Martin Corp

Industrials
1.14K
+ 34.01%
$460.3 - $584.56 $522K - $663K
4.47K $2.61M
GIS
General Mills Inc

Consumer Defensive
11.7K
+ 96.43%
$62.5 - $75.15 $732K - $880K
23.9K $1.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.28K
+ 110.7%
$162.64 - $179.3 $858K - $946K
10K $1.8M
FXG
First Tr Exchange Traded First

ETFs
12.7K
+ 85.12%
$63.74 - $69.07 $811K - $879K
27.7K $1.89M
FXD
First Tr Exchange Traded Fd

ETFs
13.5K
+ 93.11%
$56.55 - $63.72 $764K - $861K
28K $1.77M
PEP
Pepsico Inc

Consumer Defensive
4.95K
+ 54.52%
$161.9 - $179.3 $802K - $888K
14K $2.39M
VGT
Vanguard Information Technolog

ETFs
1.42K
+ 41.71%
$514.43 - $606.85 $731K - $862K
4.83K $2.83M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.35K
+ 70.78%
$83.76 - $91.82 $699K - $766K
20.1K $1.84M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.8K
+ 54.83%
$48.51 - $52.86 $671K - $731K
39.1K $2.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.01K
+ 91.53%
$77.02 - $85.06 $694K - $766K
18.8K $1.59M
CVX
Chevron Corp

Energy
5.96K
+ 80.78%
$137.88 - $161.97 $821K - $965K
13.3K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
2K
+ 52.58%
$245.82 - $304.51 $491K - $608K
5.79K $1.76M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6.09K
+ 92.77%
$101.72 - $112.94 $619K - $687K
12.6K $1.43M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.11K
+ 41.14%
$113.41 - $125.62 $580K - $642K
17.5K $2.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.26K
+ 36.6%
$333.64 - $405.2 $421K - $511K
4.71K $1.91M
JNJ
Johnson & Johnson

Healthcare
3.53K
+ 50.75%
$145.48 - $167.38 $513K - $590K
10.5K $1.7M
ABT
Abbott Laboratories

Healthcare
4.9K
+ 41.78%
$100.07 - $118.13 $490K - $578K
16.6K $1.89M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
6.24K
+ 100.0%
$96.3 - $106.49 $601K - $665K
12.5K $1.31M
KO
Coca Cola CO

Consumer Defensive
7.81K
+ 77.81%
$62.69 - $73.01 $489K - $570K
17.8K $1.28M
XOM
Exxon Mobil Corp

Energy
5.02K
+ 77.32%
$109.72 - $119.0 $551K - $597K
11.5K $1.35M
SPYG
Spdr Portfolio

ETFs
6.97K
+ 88.59%
$73.38 - $84.1 $511K - $586K
14.8K $1.23M
NVDA
Nvidia Corp

Technology
4.87K
+ 89.04%
$98.91 - $134.91 $482K - $657K
10.3K $1.26M
AEE
Ameren Corp

Utilities
5.45K
+ 89.26%
$70.45 - $87.46 $384K - $477K
11.6K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.01K
+ 107.06%
$75.32 - $84.37 $452K - $507K
11.6K $971K
RTX
Raytheon Technologies Corp

Industrials
3.01K
+ 49.43%
$99.55 - $123.34 $299K - $371K
9.08K $1.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
968
+ 84.62%
$434.77 - $502.96 $421K - $487K
2.11K $1.03M
LEN
Lennar Corp

Consumer Cyclical
2.54K
New
$142.5 - $192.45 $362K - $489K
2.54K $476K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.02K
+ 86.77%
$386.81 - $423.12 $396K - $433K
2.2K $931K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.37K
+ 100.15%
$73.43 - $80.37 $394K - $432K
10.7K $862K
BAC
Bank Of America Corp

Financial Services
11.6K
+ 96.12%
$36.65 - $44.13 $427K - $514K
23.8K $943K
IEFA
Ishares Tr

ETFs
5.46K
+ 85.77%
$70.09 - $78.74 $383K - $430K
11.8K $923K
PLTR
Palantir Technologies Inc.

Technology
12.3K
New
$24.09 - $37.95 $296K - $466K
12.3K $456K
META
Meta Platforms, Inc.

Communication Services
780
New
$453.41 - $572.44 $354K - $447K
780 $446K
NEE
Nextera Energy Inc

Utilities
3.81K
+ 47.38%
$69.9 - $84.97 $267K - $324K
11.9K $1M
CAT
Caterpillar Inc

Industrials
1.1K
New
$316.8 - $391.12 $347K - $429K
1.1K $428K
Activity Summary
Buys All Purchases 159 New Holdings 53 Increased Positions 106 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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