Schrum Private Wealth Management LLC

Position in BX — Blackstone Inc.

CIK 1914987 ST. AUGUSTINE, FL

Position in BX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$346,655

-$30,282 QoQ

Shares Held

2,946

-10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,508

of 2,112 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Schrum Private Wealth Management LLC holds $669,357 across 2 Asset Management names. BX ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BX	Blackstone Inc. This page	2,946	$346,655
2	GAM	General American Investors Co Inc	5,062	$322,702

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,655	2,946	-10.1%	Shares	Sole	2026-08-10
2026-03-31	$376,937	3,278	-0.7%	Shares	Sole	2026-05-08
2025-12-31	$508,970	3,302	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$567,051	3,319	-1.1%	Shares	Sole	2025-11-10
2025-06-30	$501,840	3,355	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$468,682	3,353	+14.5%	Shares	Sole	2025-05-02
2024-12-31	$505,018	2,929	-21.5%	Shares	Sole	2025-02-07
2024-09-30	$571,481	3,732	+31.0%	Shares	Sole	2024-11-05
2024-06-30	$352,706	2,849	-1.0%	Shares	Sole	2024-07-30
2024-03-31	$378,082	2,878	-1.3%	Shares	Sole	2024-05-03
2023-09-30	$312,420	2,916	-8.8%	Shares	Sole	2023-11-07
2023-06-30	$297,411	3,199	+0.1%	Shares	Sole	2023-07-24
2023-03-31	$280,736	3,196	+6.5%	Shares	Sole	2023-04-20
2022-12-31	$222,718	3,002	-31.7%	Shares	Sole	2023-01-20
2022-09-30	$367,694	4,393	+9.6%	Shares	Sole	2022-10-27
2022-06-30	$365,832	4,010	+0.0%	Shares	Sole	2022-07-22
2022-03-31	$508,775	4,008	-0.2%	Shares	Sole	2022-05-05
2021-12-31	$519,500	4,015	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.