Long-term investor
Schrum Private Wealth Management LLC @schrumprivatewealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001914987).
Record
- Tracked since 2025-06-30 (448 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days -13.0% · 6 months n/a · 1 year -9.6% · all -9.6%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 10.6% · long · since 2025-06-30
- MSFT · 7.2% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- 33734X176 · 2.9% · long · since 2025-06-30
- 78464A854 · 2.7% · long · since 2025-06-30
- 464287200 · 2.7% · long · since 2025-06-30
- 922908363 · 2.5% · long · since 2025-06-30
- 46137V357 · 2.4% · long · since 2025-06-30
- 92204A702 · 2.0% · long · since 2025-06-30
- 464287150 · 1.9% · long · since 2025-06-30
- ACN · 1.9% · long · since 2025-06-30
- 030420103 · 1.8% · long · since 2025-06-30