Schrum Private Wealth Management LLC Incresed Positions in Q2 2025

Schrum Private Wealth Management LLC

  • $124 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.6K
+ 27.6%
$58.41 - $72.69 $621K - $773K
49.2K $3.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
+ 18.56%
$456.74 - $568.03 $502K - $624K
7.02K $3.99M
ORCL
Oracle Corp

Technology
3
+ 0.04%
$122.82 - $218.63 $368 - $656
7.1K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.1%
$210.28 - $289.91 $2.31K - $3.19K
11.3K $3.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.55K
+ 9.13%
$108.12 - $135.04 $168K - $209K
18.5K $2.5M
VGT
Vanguard Information Technolog

ETFs
25
+ 0.79%
$470.37 - $663.28 $11.8K - $16.6K
3.2K $2.12M
VT
Vanguard Total World Stk Index

ETFs
1.35K
+ 17.1%
$103.16 - $128.52 $139K - $174K
9.26K $1.19M
QUAL
Ishares Msci Usa Quality Facto

ETFs
527
+ 7.02%
$152.42 - $182.82 $80.3K - $96.3K
8.04K $1.47M
IEFA
Ishares Tr

ETFs
892
+ 10.97%
$67.83 - $84.09 $60.5K - $75K
9.03K $753K
VIG
Vanguard Dividend Appreciation

ETFs
733
+ 16.75%
N/A
5.11K $930K
EFA
Ishares Tr Msci Eafe ETF

ETFs
633
+ 11.27%
$72.96 - $90.39 $46.2K - $57.2K
6.25K $558K
VB
Vanguard Small Cap ETF

ETFs
43
+ 0.73%
$193.73 - $237.37 $8.33K - $10.2K
5.94K $1.41M
IVW
Ishares S&P 500 Growth ETF

ETFs
305
+ 10.4%
$82.96 - $110.1 $25.3K - $33.6K
3.24K $356K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.06%
$113.75 - $148.48 $341 - $445
5.19K $757K
FNDX
Schwab Fundamental U S Large C

ETFs
9
+ 0.01%
$20.84 - $24.54 $188 - $221
74K $1.82M
BAC
Bank Of America Corp

Financial Services
13
+ 0.11%
$34.39 - $47.46 $447 - $617
11.9K $564K
LMT
Lockheed Martin Corp

Industrials
25
+ 0.78%
$430.82 - $486.45 $10.8K - $12.2K
3.25K $1.5M
GOOGL
Alphabet Inc.

Communication Services
21
+ 0.78%
$144.7 - $178.6 $3.04K - $3.75K
2.7K $476K
SAP
Sap Se

Technology
80
+ 9.47%
$237.53 - $309.8 $19K - $24.8K
925 $281K
SHV
Ishares Tr

ETFs
424
+ 6.06%
$110.06 - $110.46 $46.7K - $46.8K
7.42K $819K
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.22%
$53.19 - $69.38 $532 - $694
4.59K $318K
BX
Blackstone Inc.

Financial Services
2
+ 0.06%
$120.07 - $151.11 $240 - $302
3.36K $501K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
64
+ 0.31%
$45.11 - $52.34 $2.89K - $3.35K
20.7K $1.09M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.31K
+ 9.96%
$30.93 - $34.56 $40.4K - $45.2K
14.4K $478K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.4%
$55.54 - $69.09 $722 - $898
3.25K $224K
VLUE
Ishares Msci Usa Value Factor

ETFs
15
+ 0.46%
$93.5 - $113.21 $1.4K - $1.7K
3.31K $374K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.06%
$103.59 - $128.6 $104 - $129
1.76K $226K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
131
+ 1.41%
$85.42 - $94.39 $11.2K - $12.4K
9.41K $882K
KO
Coca Cola CO

Consumer Defensive
210
+ 2.09%
$68.37 - $73.9 $14.4K - $15.5K
10.2K $725K
AMT
American Tower Corp

Real Estate
1
+ 0.09%
$203.96 - $228.19 $204 - $228
1.13K $250K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.06%
$335.24 - $380.78 $670 - $762
3.36K $1.23M
Ishares Bitcoin Trust ETF
424
+ 8.03%
N/A
5.71K $0
NEE
Nextera Energy Inc

Utilities
7
+ 0.1%
$64.11 - $75.0 $449 - $525
7.17K $497K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.09%
$210.83 - $235.28 $211 - $235
1.11K $246K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170
+ 0.72%
$24.32 - $27.87 $4.13K - $4.74K
23.7K $627K
PG
Procter & Gamble CO

Consumer Defensive
149
+ 3.09%
$157.66 - $172.39 $23.5K - $25.7K
4.97K $792K
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.07%
$73.47 - $87.12 $147 - $174
3K $237K
XOM
Exxon Mobil Corp

Energy
26
+ 0.42%
$99.93 - $119.04 $2.6K - $3.1K
6.19K $666K
SLB
Schlumberger Limited

Energy
69
+ 0.7%
$31.95 - $42.2 $2.2K - $2.91K
9.92K $335K
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.01%
$133.82 - $151.96 $134 - $152
13.4K $1.87M
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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