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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.96K
New
$65.06 - $71.72 $387K - $427K
5.96K $423K
FTC
First Tr Lge Cap Growth

ETFs
3.2K
New
$115.51 - $131.45 $370K - $421K
3.2K $420K
VIG
Vanguard Dividend Appreciation

ETFs
2.3K
+ 63.5%
$182.15 - $182.15 $419K - $419K
5.93K $1.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.95K
+ 100.0%
$59.93 - $66.52 $357K - $396K
11.9K $791K
ETN
Eaton Corp PLC

Industrials
1.2K
New
$272.52 - $333.02 $327K - $400K
1.2K $397K
PM
Philip Morris International Inc.

Consumer Defensive
2.74K
+ 100.0%
$101.25 - $127.45 $278K - $350K
5.49K $665K
PG
Procter & Gamble CO

Consumer Defensive
1.98K
+ 36.7%
$160.76 - $177.82 $319K - $352K
7.38K $1.28M
PH
Parker Hannifin Corp

Industrials
606
New
$501.01 - $635.92 $304K - $385K
606 $382K
FTA
First Tr Large Cap Value

ETFs
4.56K
New
$72.76 - $79.13 $332K - $361K
4.56K $360K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
10.9K
+ 116.47%
$30.53 - $33.02 $334K - $361K
20.3K $664K
FVD
First Tr Value Line Divid Inde

ETFs
7.01K
+ 100.0%
$40.45 - $45.49 $284K - $319K
14K $637K
DFS
Discover Financial Services

Financial Services
2.31K
+ 92.02%
$123.41 - $144.72 $285K - $334K
4.81K $675K
MS
Morgan Stanley

Financial Services
3.35K
New
$92.07 - $106.96 $308K - $358K
3.35K $348K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.45K
+ 77.05%
$63.46 - $71.43 $283K - $318K
10.2K $724K
VT
Vanguard Total World Stk Index

ETFs
2.41K
+ 31.98%
$107.72 - $119.96 $260K - $289K
9.95K $1.19M
SBUX
Starbucks Corp

Consumer Cyclical
2.87K
+ 100.0%
$72.51 - $98.6 $208K - $283K
5.74K $559K
BDX
Becton Dickinson & CO

Healthcare
1.35K
+ 100.0%
$221.47 - $242.41 $299K - $327K
2.7K $650K
RIO
Rio Tinto PLC

Basic Materials
4.7K
New
$59.71 - $71.21 $281K - $335K
4.7K $334K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
4.73K
+ 61.19%
$61.2 - $67.95 $289K - $321K
12.5K $835K
MLM
Martin Marietta Materials Inc

Basic Materials
614
New
$502.48 - $593.35 $309K - $364K
614 $330K
VBR
Vanguard Small Cap Value ETF

ETFs
1.5K
+ 100.0%
$179.99 - $201.6 $271K - $303K
3.01K $603K
VRSK
Verisk Analytics, Inc.

Industrials
1.23K
New
$260.31 - $285.99 $319K - $351K
1.23K $328K
PFE
Pfizer Inc

Healthcare
10.7K
+ 51.63%
$27.7 - $31.39 $295K - $335K
31.3K $905K
IBM
International Business Machines Corp

Technology
1.21K
+ 100.0%
$175.1 - $223.38 $212K - $270K
2.42K $534K
BMY
Bristol Myers Squibb CO

Healthcare
6.3K
New
$39.66 - $51.75 $250K - $326K
6.3K $326K
YUM
Yum Brands Inc

Consumer Cyclical
2.34K
New
$125.95 - $139.96 $295K - $328K
2.34K $326K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.3K
+ 128.63%
$84.77 - $97.13 $280K - $320K
5.86K $561K
MO
Altria Group, Inc.

Consumer Defensive
5.65K
+ 95.83%
$45.95 - $54.71 $260K - $309K
11.5K $589K
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 100.0%
$86.85 - $98.91 $265K - $302K
6.1K $601K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.29K
New
$218.05 - $243.47 $281K - $314K
1.29K $313K
FXU
First Tr Exchange Traded Fd Ut

ETFs
6.93K
+ 82.33%
$32.72 - $38.48 $227K - $266K
15.3K $590K
GD
General Dynamics Corp

Industrials
1.03K
New
$279.51 - $308.09 $289K - $319K
1.03K $312K
LLY
Eli Lilly & CO

Healthcare
352
New
$772.14 - $960.02 $272K - $338K
352 $311K
VO
Vanguard Mid Cap ETF

ETFs
1.18K
New
$237.84 - $263.83 $281K - $312K
1.18K $311K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.24K
New
$92.56 - $99.46 $300K - $322K
3.24K $310K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
4K
New
$70.02 - $76.68 $280K - $307K
4K $306K
UL
Unilever PLC

Consumer Defensive
3.71K
+ 59.6%
$54.7 - $65.59 $203K - $243K
9.93K $645K
VZ
Verizon Communications Inc

Communication Services
5.98K
+ 75.92%
$38.89 - $45.0 $232K - $269K
13.9K $622K
TGT
Target Corp

Consumer Defensive
1.8K
+ 100.56%
$133.47 - $159.25 $241K - $287K
3.59K $560K
DUK
Duke Energy Corp

Utilities
2.55K
New
$99.35 - $117.71 $253K - $300K
2.55K $293K
FCPI
Fidelity Covington Tr Stocks F

ETFs
6.75K
New
$39.21 - $43.31 $265K - $293K
6.75K $292K
GAM
General American Investors CO Inc

Financial Services
5.06K
+ 100.0%
$48.34 - $53.79 $245K - $272K
10.1K $542K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.5K
New
$75.47 - $83.18 $264K - $291K
3.5K $290K
GS
Goldman Sachs Group Inc

Financial Services
524
+ 72.38%
$459.02 - $510.25 $241K - $267K
1.25K $617K
XLI
Industrial Sector Spdr

ETFs
2.14K
New
$120.56 - $135.44 $258K - $289K
2.14K $289K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.9K
+ 100.0%
$91.43 - $117.51 $265K - $341K
5.8K $614K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
3K
New
$86.19 - $95.75 $259K - $287K
3K $287K
SAP
Sap Se

Technology
1.24K
New
$197.21 - $231.0 $245K - $287K
1.24K $284K
SCHW
Schwab Charles Corp

Financial Services
4.31K
New
$61.74 - $76.08 $266K - $328K
4.31K $279K
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
Track This Portfolio

Track Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email