Holdings
Schrum Private Wealth Management LLC
As of Jun 30, 2026, Schrum Private Wealth Management LLC reported 54 positions worth US$43.4M. Largest: Microsoft Corp., Apple Inc and American Water Works Company, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 15,715 | US$6.98M | −1,412 | Jun 30, 2026 |
| Apple Inc | 16,389 | US$3.77M | −7,446 | Jun 30, 2026 |
| American Water Works Company, Inc. | 13,744 | US$1.78M | +4,888 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,744 | US$1.58M | −607 | Jun 30, 2026 |
| Lockheed Martin Corporation | 2,904 | US$1.38M | −180 | Jun 30, 2026 |
| Abbvie Inc. | 7,975 | US$1.37M | −2,625 | Jun 30, 2026 |
| Pepsico, Inc. | 8,243 | US$1.34M | +590 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 6,122 | US$1.32M | −4,768 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 3,360 | US$1.16M | −8 | Jun 30, 2026 |
| Chevron Corporation | 7,295 | US$1.15M | +331 | Jun 30, 2026 |