Schrum Private Wealth Management LLC

Business address
3940 Lewis Speedway, Suite 2201, St. Augustine, FL, 32084
Top securities (13F)
SPY, MSFT, AAPL, VOO, FXL, SPLG, JPM, ITOT, RSP, ABBV, IVV, ORCL, TSM, V, VGT, FXR, FNDX, PANW, LMT, and FXH
State of incorporation
FL
Fiscal year end
31 December
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Schrum Private Wealth Management LLC has filed 18 SEC EDGAR filings since 11 Mar 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-22372
N-PX Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-22372
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-22372
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-22372
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-22372
13F-HR Open Document Open Filing 05 Nov 2024 30 Sep 2024 028-22372
N-PX Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-22372
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-22372
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-22372
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-22372
13F-HR Open Document Open Filing 07 Nov 2023 30 Sep 2023 028-22372
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-22372
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-22372
13F-HR Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-22372
13F-HR Open Document Open Filing 27 Oct 2022 30 Sep 2022 028-22372
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-22372
13F-HR Open Document Open Filing 05 May 2022 31 Mar 2022 028-22372
13F-HR Open Document Open Filing 11 Mar 2022 31 Dec 2021 028-22372