Schrum Private Wealth Management LLC
All 13F Filings
- Location
- St. Augustine, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 97,349
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 109 | 97,349 | 13F-HR | Schrum Private Wealth Management LLC |
| 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 | 56.28 K | 57.8% | 0 | 17.28 K | -17.28 K |
| ETFs | 40.84 K | 42.0% | 0 | 16.69 K | -16.69 K |
| Debt | 222 | 0.2% | 222 | 0 | 222 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
97,349
Holdings
109
QoQ value change ($000)
-33,750
(-25.7%)
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.