Schrum Private Wealth Management LLC
All 13F Filings
- Location
- St. Augustine, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 131,099
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 126 | 131,099 | 13F-HR | Schrum Private Wealth Management LLC |
| Q4 2025 | 2/17/2026 | 122 | 135,254 | 13F-HR | Schrum Private Wealth Management LLC |
| Q3 2025 | 11/10/2025 | 129 | 136,369 | 13F-HR | Schrum Private Wealth Management LLC |
| Q2 2025 | 7/23/2025 | 125 | 124,704 | 13F-HR | Schrum Private Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.57 K | 56.1% | 0 | 42.9 K | -42.9 K |
| ETFs | 57.53 K | 43.9% | 38.74 K | 0 | 38.74 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
131,099
Holdings
126
QoQ value change ($000)
-4,155
(-3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.