Schrum Private Wealth Management LLC Reduced Holdings in Q3 2025

Schrum Private Wealth Management LLC

  • $135 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-901
- 15.6%
$232.56 - $304.78 $210K - $275K
4.87K $1.2M
AWK
American Water Works Company, Inc.

Utilities
-1.88K
- 14.02%
$135.05 - $147.0 $254K - $277K
11.6K $1.61M
COF
Capital One Financial Corp

Financial Services
-407
- 16.61%
$207.29 - $229.74 $84.4K - $93.5K
2.04K $434K
GIS
General Mills Inc

Consumer Defensive
-1.11K
- 9.94%
$48.44 - $53.83 $53.6K - $59.5K
10K $505K
IWM
Ishares Russell 2000 ETF

ETFs
-658
- 19.12%
$214.92 - $244.84 $141K - $161K
2.78K $673K
SBUX
Starbucks Corp

Consumer Cyclical
-350
- 12.2%
$81.9 - $96.86 $28.7K - $33.9K
2.52K $213K
KO
Coca Cola CO

Consumer Defensive
-7
- 0.07%
$65.67 - $71.67 $460 - $502
10.2K $679K
AMT
American Tower Corp

Real Estate
-23
- 2.03%
$192.32 - $232.35 $4.42K - $5.34K
1.11K $213K
ABT
Abbott Laboratories

Healthcare
-75
- 0.66%
$120.51 - $136.62 $9.04K - $10.2K
11.2K $1.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-252
- 16.76%
$195.41 - $212.37 $49.2K - $53.5K
1.25K $261K
AEE
Ameren Corp

Utilities
-474
- 11.25%
$95.0 - $104.38 $45K - $49.5K
3.74K $390K
VIG
Vanguard Dividend Appreciation

ETFs
-21
- 0.41%
N/A
5.09K $926K
VZ
Verizon Communications Inc

Communication Services
-193
- 2.69%
$40.84 - $45.06 $7.88K - $8.7K
6.99K $306K
YUM
Yum Brands Inc

Consumer Cyclical
-50
- 3.65%
$139.5 - $153.94 $6.98K - $7.7K
1.32K $200K
BDX
Becton Dickinson & CO

Healthcare
-100
- 8.1%
$172.41 - $199.66 $17.2K - $20K
1.13K $212K
SCHW
Schwab Charles Corp

Financial Services
-100
- 3.91%
$91.03 - $98.69 $9.1K - $9.87K
2.46K $234K
IDEV
Ishares Core Msci Intl Develop

ETFs
-211
- 4.65%
$74.68 - $80.26 $15.8K - $16.9K
4.32K $346K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-621
- 4.0%
$27.61 - $29.15 $17.1K - $18.1K
14.9K $434K
PFE
Pfizer Inc

Healthcare
-529
- 3.83%
$23.29 - $25.88 $12.3K - $13.7K
13.3K $338K
COP
Conocophillips

Energy
-86
- 2.84%
$91.0 - $98.99 $7.83K - $8.51K
2.94K $278K
ITW
Illinois Tool Works Inc

Industrials
-50
- 2.94%
$252.31 - $269.41 $12.6K - $13.5K
1.65K $430K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-14
- 1.84%
$435.72 - $463.74 $6.1K - $6.49K
745 $345K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11
- 0.12%
$92.18 - $95.14 $1.01K - $1.05K
9.39K $893K
AMAT
Applied Materials Inc

Technology
-250
- 8.2%
$156.25 - $204.95 $39.1K - $51.2K
2.8K $573K
NEE
Nextera Energy Inc

Utilities
-218
- 3.04%
$69.77 - $77.54 $15.2K - $16.9K
6.95K $524K
MS
Morgan Stanley

Financial Services
-20
- 1.19%
$139.09 - $161.16 $2.78K - $3.22K
1.67K $264K
VLUE
Ishares Msci Usa Value Factor

ETFs
-56
- 1.69%
$111.55 - $125.05 $6.25K - $7K
3.25K $406K
GS
Goldman Sachs Group Inc

Financial Services
-25
- 3.45%
$696.56 - $806.32 $17.4K - $20.2K
699 $556K
BX
Blackstone Inc.

Financial Services
-36
- 1.07%
$152.77 - $188.68 $5.5K - $6.79K
3.32K $567K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-280
- 1.86%
$181.56 - $190.33 $50.8K - $53.3K
14.8K $2.8M
XLY
Select Sector Spdr Consumer Di

ETFs
-50
- 1.2%
$216.09 - $242.18 $10.8K - $12.1K
4.12K $987K
CVX
Chevron Corp

Energy
-27
- 0.38%
$145.57 - $161.83 $3.93K - $4.37K
7.12K $1.11M
VGT
Vanguard Information Technolog

ETFs
-151
- 4.72%
$656.44 - $753.15 $99.1K - $114K
3.05K $2.28M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.12K
- 2.28%
$72.65 - $78.68 $81.4K - $88.2K
48.1K $3.77M
JPM
Jpmorgan Chase & CO

Financial Services
-281
- 2.5%
$282.78 - $316.06 $79.5K - $88.8K
11K $3.46M
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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