| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 11.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 7.7% |
| APPLE INC | 11 | Q2 2024 | 5.7% |
| FIRST TR EXCHANGE TRADED FD | 11 | Q2 2024 | 3.7% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 3.6% |
| AMERICAN WTR WKS CO INC NEW | 11 | Q2 2024 | 3.1% |
| ABBVIE INC | 11 | Q2 2024 | 2.5% |
| ACCENTURE PLC IRELAND | 11 | Q2 2024 | 2.9% |
| LOCKHEED MARTIN CORP | 11 | Q2 2024 | 2.5% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 2.1% |
View Schrum Private Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-22 |
View Schrum Private Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.