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Schrum Private Wealth Management LLC
RIA/Wealth
Schrum Private Wealth Management LLC is a RIA/Wealth led by Eric Lewis Schrum, reporting $166.4M in AUM as of Q3 2025 with 50% ETF concentration.
PresidentEric Lewis Schrum
- Portfolio Value
- $136.4M
- Positions
- 129
- Top Holding
- SPY at 9.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Schrum Private Wealth Management LLC's portfolio (38.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.3M | 9.76% | +$131.9K Bought | — 20.0K shares | |
Software - Infrastructure Technology | $8.9M | 6.55% | +$322.2K Bought | 0.00% 17.3K shares | |
Consumer Electronics Technology | $6.2M | 4.53% | +$83.3K Bought | 0.00% 24.3K shares | |
ETF ETF | $4.4M | 3.21% | +$76.5K Bought | — 7.1K shares | |
ETF ETF | $3.8M | 2.76% | — | — 22.4K shares | |
ETF ETF | $3.8M | 2.76% | -$87.8K Sold | — 48.1K shares | |
Banks - Diversified Financial Services | $3.5M | 2.54% | -$88.6K Sold | 0.00% 11.0K shares | |
ETF ETF | $2.8M | 2.08% | +$139.7K Bought | — 19.5K shares | |
ETF ETF | $2.8M | 2.05% | -$53.1K Sold | — 14.8K shares | |
Drug Manufacturers - General Healthcare | $2.5M | 1.81% | — | 0.00% 10.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Schrum Private Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+49.55% | |
+35.34% | |
+28.76% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-19.12% | |
-16.76% | |
-16.61% | |
-15.6% |
Analytics
Portfolio insights and performance metrics for Schrum Private Wealth Management LLC
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