Schrum Private Wealth Management LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1914987
ST. AUGUSTINE, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$615,897
+$269,431 QoQ
Shares Held
1,179
+57.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#771
of 1,431 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,897 | 1,179 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $346,466 | 748 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $358,985 | 747 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $345,486 | 745 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $334,453 | 759 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $331,705 | 790 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $502,941 | 1,182 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $931,710 | 2,202 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $461,142 | 1,179 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $468,163 | 1,177 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $241,196 | 640 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $203,903 | 593 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||