Advertisement
Screener

Schrum Private Wealth Management LLC Last Quarter Change: USA Funds, Sold Out

Schrum Private Wealth Management LLC quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Schrum Private Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1914987): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Sierra Legacy GroupUnited States$0.131B77
Collier FinancialUnited States$0.131B136
Partnership Wealth Management, LLCUnited States$0.131B66
AFBI LPUnited States$0.131B1
Jordan Park Trust Co LLCUnited States$0.131B14
Life Planning Partners, IncUnited States$0.131B68
Stanich Group LLCUnited States$0.131B47
Alcosta Capital Management, Inc.United States$0.131B23
Legacy Advisory Services, LLCUnited States$0.131B49
Capital Squared Financial LLCUnited States$0.131B85