Schrum Private Wealth Management LLC Reduced Holdings in Q2 2025

Schrum Private Wealth Management LLC

  • $124 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-351
- 1.44%
$172.42 - $223.89 $60.5K - $78.6K
24K $4.91M
ABBV
Abb Vie Inc.

Healthcare
-33
- 0.31%
$170.16 - $206.27 $5.62K - $6.81K
10.6K $1.98M
CVX
Chevron Corp

Energy
-93
- 1.28%
$133.73 - $168.51 $12.4K - $15.7K
7.15K $1.02M
PEP
Pepsico Inc

Consumer Defensive
-113
- 1.36%
$128.02 - $151.37 $14.5K - $17.1K
8.17K $1.08M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.67K
- 22.52%
$97.68 - $121.38 $163K - $203K
5.74K $697K
JNJ
Johnson & Johnson

Healthcare
-198
- 3.65%
$146.36 - $159.82 $29K - $31.6K
5.23K $798K
GIS
General Mills Inc

Consumer Defensive
-98
- 0.87%
$50.37 - $60.97 $4.94K - $5.98K
11.1K $576K
AEE
Ameren Corp

Utilities
-410
- 8.87%
$94.23 - $101.68 $38.6K - $41.7K
4.21K $404K
VZ
Verizon Communications Inc

Communication Services
-559
- 7.23%
$41.67 - $45.62 $23.3K - $25.5K
7.18K $310K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-378
- 10.72%
$68.13 - $74.77 $25.8K - $28.3K
3.15K $229K
PFE
Pfizer Inc

Healthcare
-92
- 0.66%
$21.59 - $24.84 $1.99K - $2.29K
13.8K $334K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-31
- 3.92%
$376.48 - $440.65 $11.7K - $13.7K
759 $334K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-226
- 1.43%
$23.55 - $27.67 $5.32K - $6.25K
15.5K $430K
DLR
Digital Realty Trust, Inc.

Real Estate
-189
- 12.59%
$136.11 - $177.69 $25.7K - $33.6K
1.31K $228K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-663
- 4.22%
$152.93 - $181.74 $101K - $120K
15K $2.73M
WMT
Walmart Inc.

Consumer Defensive
-361
- 6.43%
$81.79 - $99.98 $29.5K - $36.1K
5.26K $513K
IDEV
Ishares Core Msci Intl Develop

ETFs
-143
- 3.06%
$61.79 - $76.67 $8.84K - $11K
4.53K $344K
AMZN
Amazon Com Inc

Consumer Cyclical
-121
- 6.01%
$167.32 - $223.3 $20.2K - $27K
1.89K $415K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-100
- 8.5%
$416.06 - $551.64 $41.6K - $55.2K
1.08K $593K
IVV
Ishares Core S&P 500 ETF

ETFs
-60
- 1.63%
$498.8 - $620.9 $29.9K - $37.3K
3.63K $2.25M
NVDA
Nvidia Corp

Technology
-30
- 0.53%
$94.31 - $157.99 $2.83K - $4.74K
5.67K $896K
PLTR
Palantir Technologies Inc.

Technology
-129
- 1.83%
$74.01 - $144.25 $9.55K - $18.6K
6.92K $943K
SPY
Spdr S&P 500 ETF Trust

ETFs
-218
- 1.09%
$496.48 - $617.85 $108K - $135K
19.8K $12.2M
MSFT
Microsoft Corp

Technology
-197
- 1.17%
$354.56 - $497.45 $69.8K - $98K
16.6K $8.27M
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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