Schrum Private Wealth Management LLC

Position in HD — Home Depot, Inc.

CIK 1914987 ST. AUGUSTINE, FL

Position in HD

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

Position Value

$1,185,004

+$77,303 QoQ

Shares Held

3,360

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#2,209

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Schrum Private Wealth Management LLC holds $1,429,968 across 2 Home Improvement Retail names. HD ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	3,360	$1,185,004
2	LOW	Lowes Companies Inc	1,111	$244,964

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,185,004	3,360	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$1,107,701	3,368	-0.6%	Shares	Sole	2026-05-08
2025-12-31	$1,165,810	3,388	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$1,371,568	3,385	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$1,231,910	3,360	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$1,230,673	3,358	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$1,338,125	3,440	-26.9%	Shares	Sole	2025-02-07
2024-09-30	$1,906,871	4,706	+36.6%	Shares	Sole	2024-11-05
2024-06-30	$1,185,906	3,445	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$1,320,351	3,442	+46.1%	Shares	Sole	2024-05-03
2023-12-31	$816,471	2,356	-31.5%	Shares	Sole	2024-01-26
2023-09-30	$1,038,826	3,438	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$1,067,048	3,435	+0.1%	Shares	Sole	2023-07-24
2023-03-31	$1,013,146	3,433	+0.4%	Shares	Sole	2023-04-20
2022-12-31	$1,080,557	3,421	-0.1%	Shares	Sole	2023-01-20
2022-09-30	$944,818	3,424	-15.3%	Shares	Sole	2022-10-27
2022-06-30	$1,108,873	4,043	+0.1%	Shares	Sole	2022-07-22
2022-03-31	$1,209,293	4,040	-0.9%	Shares	Sole	2022-05-05
2021-12-31	$1,692,410	4,078	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.