SPWM
DOW icon

Schrum Private Wealth Management’s Dow Inc DOW Stock Holding History

Schrum Private Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,094
Closed -$224K – 136
2024
Q3 		$224K Buy
+4,094
New +$216K 0.12% 158

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schrum Private Wealth Management's DOW Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,094 shares — an estimated $224K sold.

Schrum Private Wealth Management first reported a position in DOW in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 4,094 Dow Inc shares in Q4 2024, an estimated $224K.
  • Schrum Private Wealth Management first reported a position in Dow Inc in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Dow Inc position peaked at $224K in Q3 2024.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.