Schrum Private Wealth Management LLC
Position in COF — Capital One Financial Corp
CIK 1914987
ST. AUGUSTINE, FL
Position in COF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$372,704
-$122,437 QoQ
Shares Held
2,043
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Schrum Private Wealth Management LLC holds $765,090 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,230 | $765,090 |
All Filings in COF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,704 | 2,043 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $495,141 | 2,043 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $434,300 | 2,043 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $521,262 | 2,450 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||