Adam B. Schiff
Adam B. Schiff Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 22 assets and 1 liabilities.
Est. Net Worth
$585K
2009 annual disclosure
Total Assets
$370K - $950K
22 assets
Total Liabilities
$50K - $100K
1 liabilities
Total Trades
117
From PTR filings
Trade Volume
$3M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Stocks$407K (8)
ETFs$146K (9)
Retirement & Pension$108K (2)
Mutual Funds$0 (2)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (22)
| Asset | Value |
|---|---|
Blackrock Mun Holdings Calif Insd Fund | N/A |
Blackrock Mun Yield Insd Fund | N/A |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| N/A | |
Fidelity Puritan IRA | $50,001 - $100,000 |
Fortive Brands | $1,001 - $15,000 |
| N/A | |
| $1,001 - $15,000 | |
iShares Dow Jones Select Dividend Index | $15,001 - $50,000 |
iShares Dow Jones Select Dividend Index Fund IRA | $15,001 - $50,000 |
iShares Dow Jones U.S. Technology Sector Index Fund | $1,001 - $15,000 |
iShares Dow Jones U.S. Financial Sector Index Fund | $1,001 - $15,000 |
iShares Dow Jones U.S. Healthcare Sector Index Fund | $1,001 - $15,000 |
iShares Dow Jones U.S. Industrial Sector Index Fund | $1,001 - $15,000 |
iShares Trust Russell 2000 Index | $15,001 - $50,000 |
iShares Trust S&P 500 Index | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
UBS Wyeth Grut | N/A |
| N/A | |
| $250,001 - $500,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| UBS | margin loan | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Technology$391K
Healthcare$448K
Industrials$99K
Financial Services$89K
Energy$115K
Real Estate$83K
Consumer Defensive$166K
Basic Materials$8K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).