13F Filings History of Schrum Private Wealth Management LLC

Latest 13F report
Q3 2025 - 10 Nov 2025
Value $
$136,368,696
Signature - Title
Owen Schrum - President CEO
Location
St. Augustine, FL
Summary
This page shows a list of all the recent 13F filings made by Schrum Private Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Schrum Private Wealth Management LLC reported 129 stock holdings with total value $136,368,696 as of Q3 2025. Top holdings included SPY, MSFT, AAPL, VOO, and FXL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 129 $136,368,696 +$4,288,648 -$1,732,781 +$2,555,867 SPY, MSFT, AAPL, VOO, FXL 13F-HR 07 Nov 2025, 18:30
Q2 2025 125 $124,704,004 +$3,910,942 -$2,196,086 +$1,714,856 SPY, MSFT, AAPL, VOO, SPLG 13F-HR 23 Jul 2025, 16:24
Q1 2025 124 $113,702,526 +$2,902,863 -$3,743,378 -$840,515 SPY, MSFT, AAPL, VOO, FXL 13F-HR 02 May 2025, 13:30
Q4 2024 124 $118,003,979 +$10,167,648 -$79,869,418 -$69,701,770 SPY, MSFT, AAPL, FXL, VOO 13F-HR 06 Feb 2025, 20:21
Q3 2024 167 $193,505,336 +$84,025,923 -$8,232,696 +$75,793,227 SPY, MSFT, AAPL, FXL, RSP 13F-HR 05 Nov 2024, 13:49
Q2 2024 126 $110,901,024 +$2,692,043 -$3,008,330 -$316,287 SPY, MSFT, AAPL, FXL, RSP 13F-HR 30 Jul 2024, 17:21
Q1 2024 132 $110,202,463 +$34,242,434 -$31,516 +$34,210,918 SPY, MSFT, AAPL, FXL, RSP 13F-HR 02 May 2024, 21:25
Q4 2023 96 $70,479,429 +$1,611,148 -$27,036,074 -$25,424,926 SPY, MSFT, FXL, RSP, AAPL 13F-HR 25 Jan 2024, 21:06
Q3 2023 111 $87,703,561 +$1,448,662 -$1,128,321 +$320,341 SPY, MSFT, AAPL, RSP, FXL 13F-HR 06 Nov 2023, 17:54
Q2 2023 109 $92,463,686 +$1,857,030 -$794,653 +$1,062,377 SPY, MSFT, AAPL, RSP, FXL 13F-HR 24 Jul 2023, 15:28
Q1 2023 106 $86,606,720 +$2,170,295 -$3,480,094 -$1,309,799 SPY, MSFT, AAPL, RSP, FXL 13F-HR 19 Apr 2023, 20:12
Q4 2022 107 $84,416,026 +$2,463,064 -$5,093,587 -$2,630,523 SPY, MSFT, AAPL, AWK, RSP 13F-HR 19 Jan 2023, 21:28
Q3 2022 107 $79,267,000 +$2,595,266 -$5,527,289 -$2,932,023 SPY, MSFT, AAPL, AWK, FXL 13F-HR 26 Oct 2022, 18:26
Q2 2022 113 $88,508,000 +$1,968,374 -$3,611,331 -$1,642,957 SPY, MSFT, AAPL, AWK, FXL 13F-HR 21 Jul 2022, 20:32
Q1 2022 120 $99,615,000 +$2,997,232 -$4,041,003 -$1,043,771 SPY, MSFT, AAPL, AWK, FXL 13F-HR 04 May 2022, 21:45
Q4 2021 128 $109,791,000 $0 $0 $0 SPY, MSFT, AAPL, AWK, FXL 13F-HR 11 Mar 2022, 14:21