Schrum Private Wealth Management LLC Incresed Positions in Q3 2025

Schrum Private Wealth Management LLC

  • $135 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
327
+ 1.37%
$202.38 - $256.87 $66.2K - $84K
24.3K $6.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
198
+ 1.0%
$617.65 - $666.84 $122K - $132K
20K $13.3M
ORCL
Oracle Corp

Technology
1.47K
+ 20.63%
$218.96 - $328.33 $321K - $481K
8.57K $2.41M
MSFT
Microsoft Corp

Technology
622
+ 3.74%
$491.09 - $535.64 $305K - $333K
17.3K $8.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
125
+ 1.78%
$567.77 - $614.76 $71K - $76.8K
7.15K $4.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
959
+ 5.18%
$135.0 - $146.02 $129K - $140K
19.5K $2.84M
PLTR
Palantir Technologies Inc.

Technology
9
+ 0.13%
$130.68 - $186.97 $1.18K - $1.68K
6.93K $1.26M
JNJ
Johnson & Johnson

Healthcare
289
+ 5.53%
$155.17 - $185.42 $44.8K - $53.6K
5.51K $1.02M
GOOGL
Alphabet Inc.

Communication Services
147
+ 5.44%
$174.36 - $254.72 $25.6K - $37.4K
2.85K $692K
NSC
Norfolk Southern Corp

Industrials
317
+ 12.04%
$259.49 - $300.41 $82.3K - $95.2K
2.95K $886K
LOW
Lowes Companies Inc

Consumer Cyclical
551
+ 49.55%
$215.01 - $273.02 $118K - $150K
1.66K $417K
NVDA
Nvidia Corp

Technology
10
+ 0.18%
$153.3 - $186.58 $1.53K - $1.87K
5.68K $1.06M
MCD
Mcdonalds Corp

Consumer Cyclical
428
+ 16.4%
$291.67 - $316.99 $125K - $136K
3.04K $923K
RTX
Raytheon Technologies Corp

Industrials
278
+ 5.36%
$144.19 - $167.33 $40.1K - $46.5K
5.47K $915K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.41K
+ 24.69%
$23.82 - $25.84 $105K - $114K
22.3K $572K
VB
Vanguard Small Cap ETF

ETFs
166
+ 2.8%
$237.58 - $259.17 $39.4K - $43K
6.1K $1.55M
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 0.74%
$357.4 - $423.42 $8.94K - $10.6K
3.39K $1.37M
LMT
Lockheed Martin Corp

Industrials
38
+ 1.17%
$410.74 - $499.21 $15.6K - $19K
3.29K $1.64M
FNDX
Schwab Fundamental U S Large C

ETFs
8
+ 0.01%
$24.38 - $26.34 $195 - $211
74K $1.95M
IAU
Ishares Gold Trust

ETFs
802
+ 12.5%
$61.62 - $72.77 $49.4K - $58.4K
7.22K $525K
QUAL
Ishares Msci Usa Quality Facto

ETFs
129
+ 1.6%
$182.33 - $194.5 $23.5K - $25.1K
8.17K $1.59M
XOM
Exxon Mobil Corp

Energy
690
+ 11.16%
$105.83 - $117.22 $73K - $80.9K
6.88K $775K
MO
Altria Group, Inc.

Consumer Defensive
860
+ 14.63%
$57.75 - $67.68 $49.7K - $58.2K
6.74K $445K
IEFA
Ishares Tr

ETFs
707
+ 7.83%
$81.7 - $87.53 $57.8K - $61.9K
9.73K $849K
EFA
Ishares Tr Msci Eafe ETF

ETFs
674
+ 10.79%
$87.29 - $93.61 $58.8K - $63.1K
6.92K $646K
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.09%
$128.41 - $138.03 $1.03K - $1.1K
9.27K $1.28M
PEP
Pepsico Inc

Consumer Defensive
79
+ 0.97%
$133.81 - $152.16 $10.6K - $12K
8.25K $1.16M
SPYG
Spdr Portfolio

ETFs
10
+ 0.12%
$94.33 - $105.31 $943 - $1.05K
8.29K $865K
PM
Philip Morris International Inc.

Consumer Defensive
789
+ 28.76%
$157.77 - $183.27 $124K - $145K
3.53K $572K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
60
+ 0.29%
$52.12 - $55.33 $3.13K - $3.32K
20.8K $1.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14
+ 1.3%
$546.99 - $602.2 $7.66K - $8.43K
1.09K $654K
BAC
Bank Of America Corp

Financial Services
12
+ 0.1%
$44.92 - $52.42 $539 - $629
11.9K $615K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3
+ 0.05%
$121.46 - $130.92 $364 - $393
5.75K $748K
WMT
Walmart Inc.

Consumer Defensive
82
+ 1.56%
$94.4 - $104.27 $7.74K - $8.55K
5.34K $550K
MRK
Merck & Co., Inc.

Healthcare
248
+ 8.27%
$77.6 - $87.37 $19.2K - $21.7K
3.25K $272K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.03%
$108.97 - $121.65 $109 - $122
3.24K $390K
AMZN
Amazon Com Inc

Consumer Cyclical
151
+ 7.98%
$211.65 - $238.24 $32K - $36K
2.04K $448K
QCOM
Qualcomm Inc

Technology
102
+ 5.32%
$145.84 - $173.55 $14.9K - $17.7K
2.02K $335K
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 2.05%
$303.93 - $329.86 $5.77K - $6.27K
947 $310K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
167
+ 0.71%
$26.38 - $27.95 $4.41K - $4.67K
23.8K $650K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
42
+ 0.29%
$32.62 - $34.4 $1.37K - $1.44K
14.5K $497K
CSCO
Cisco Systems, Inc.

Technology
341
+ 7.43%
$66.2 - $71.79 $22.6K - $24.5K
4.93K $337K
VEA
Vanguard Ftse Developed Market

ETFs
116
+ 2.83%
$56.02 - $60.3 $6.5K - $6.99K
4.21K $252K
PG
Procter & Gamble CO

Consumer Defensive
279
+ 5.61%
$150.47 - $161.22 $42K - $45K
5.25K $807K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.22%
$68.24 - $73.73 $478 - $516
3.25K $238K
SHV
Ishares Tr

ETFs
118
+ 1.59%
$110.06 - $110.49 $13K - $13K
7.54K $833K
IBM
International Business Machines Corp

Technology
95
+ 8.64%
$234.77 - $292.47 $22.3K - $27.8K
1.2K $337K
SLB
Schlumberger Limited

Energy
74
+ 0.75%
$32.37 - $37.31 $2.4K - $2.76K
9.99K $343K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$72.01 - $74.44 $72 - $74.4
3.15K $231K
Activity Summary
Buys All Purchases 60 New Holdings 5 Increased Positions 55 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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