Schrum Private Wealth Management LLC Incresed Positions in Q3 2024

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
10.9K
+ 116.47%
$30.53 - $33.02 $334K - $361K
20.3K $664K
IAU
Ishares Gold Trust

ETFs
6.42K
+ 100.0%
$44.06 - $50.5 $283K - $324K
12.8K $637K
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
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
FXZ
First Tr Exchange Traded Fd Fi

ETFs
4.73K
+ 61.19%
$61.2 - $67.95 $289K - $321K
12.5K $835K
VBR
Vanguard Small Cap Value ETF

ETFs
1.5K
+ 100.0%
$179.99 - $201.6 $271K - $303K
3.01K $603K
IBM
International Business Machines Corp

Technology
1.21K
+ 100.0%
$175.1 - $223.38 $212K - $270K
2.42K $534K
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
FXU
First Tr Exchange Traded Fd Ut

ETFs
6.93K
+ 82.33%
$32.72 - $38.48 $227K - $266K
15.3K $590K
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
GAM
General American Investors CO Inc

Financial Services
5.06K
+ 100.0%
$48.34 - $53.79 $245K - $272K
10.1K $542K
GS
Goldman Sachs Group Inc

Financial Services
524
+ 72.38%
$459.02 - $510.25 $241K - $267K
1.25K $617K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.9K
+ 100.0%
$91.43 - $117.51 $265K - $341K
5.8K $614K
SHV
Ishares Tr

ETFs
2.5K
+ 89.16%
$110.05 - $110.63 $275K - $277K
5.3K $586K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.42K
+ 96.93%
$64.57 - $71.76 $221K - $245K
6.94K $497K
VOX
Vanguard Communication Service

ETFs
1.74K
+ 100.0%
$129.82 - $145.39 $226K - $253K
3.49K $506K
CSCO
Cisco Systems, Inc.

Technology
4.35K
+ 75.67%
$44.74 - $53.22 $195K - $231K
10.1K $537K
DLR
Digital Realty Trust, Inc.

Real Estate
1.5K
+ 100.4%
$144.47 - $162.98 $216K - $244K
2.99K $483K
VLUE
Ishares Msci Usa Value Factor

ETFs
2.2K
+ 79.57%
$99.14 - $109.18 $219K - $241K
4.97K $542K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 100.0%
$110.22 - $120.89 $220K - $242K
4K $481K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 100.0%
$94.31 - $103.26 $217K - $237K
4.6K $471K
DEO
Diageo PLC

Consumer Defensive
1.55K
+ 79.45%
$120.02 - $140.77 $186K - $218K
3.49K $490K
SLB
Schlumberger Limited

Energy
7.28K
+ 59.82%
$39.57 - $49.67 $288K - $362K
19.4K $815K
DIS
Walt Disney CO

Communication Services
2.57K
+ 53.32%
$85.6 - $98.61 $220K - $253K
7.39K $710K
NVO
Novo Nordisk A S

Healthcare
2.4K
+ 100.0%
$119.07 - $145.42 $286K - $349K
4.8K $572K
BX
Blackstone Inc.

Financial Services
883
+ 30.99%
$120.77 - $159.66 $107K - $141K
3.73K $571K
ISRG
Intuitive Surgical Inc

Healthcare
169
+ 6.58%
$416.14 - $494.01 $70.3K - $83.5K
2.74K $1.35M
WMT
Walmart Inc.

Consumer Defensive
1.63K
+ 32.33%
$66.91 - $81.4 $109K - $133K
6.67K $538K
PANW
Palo Alto Networks Inc

Technology
516
+ 12.05%
$294.18 - $368.01 $152K - $190K
4.8K $1.64M
MRK
Merck & Co., Inc.

Healthcare
1.7K
+ 45.9%
$111.15 - $128.97 $189K - $219K
5.39K $612K
VTI
Vanguard Total Stock Market Et

ETFs
477
+ 41.44%
$255.18 - $283.2 $122K - $135K
1.63K $460K
UPS
United Parcel Service Inc

Industrials
1.1K
+ 60.31%
$123.32 - $147.38 $136K - $162K
2.92K $398K
GOOG
Alphabet Inc.

Communication Services
1.18K
+ 33.24%
$149.54 - $192.66 $176K - $226K
4.71K $787K
LOW
Lowes Companies Inc

Consumer Cyclical
261
+ 19.91%
$213.3 - $270.78 $55.7K - $70.7K
1.57K $425K
UNP
Union Pacific Corp

Industrials
400
+ 22.22%
$221.78 - $256.09 $88.7K - $102K
2.2K $541K
AMGN
Amgen Inc

Healthcare
370
+ 41.57%
$309.38 - $337.38 $114K - $125K
1.26K $405K
AMZN
Amazon Com Inc

Consumer Cyclical
697
+ 47.84%
$161.02 - $200.0 $112K - $139K
2.15K $401K
QCOM
Qualcomm Inc

Technology
937
+ 60.1%
$156.12 - $209.64 $146K - $196K
2.5K $424K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.44K
+ 38.63%
$54.75 - $61.2 $78.6K - $87.8K
5.15K $315K
AMAT
Applied Materials Inc

Technology
1.05K
+ 34.43%
$174.88 - $254.97 $184K - $268K
4.1K $828K
HON
Honeywell International Inc

Industrials
381
+ 28.04%
$196.73 - $220.21 $75K - $83.9K
1.74K $359K
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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