Adam B. Schiff Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 22 assets and 1 liabilities.

Year:

2025 2024 2013 2012 2011 2010 2009 2008

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

Show data table

Period	Est. net worth
2008	$325K
2009	$585K
2010	$1M
2011	$1.2M
2012	-$1.3M
2013	-$428K
2024	$1.9M
2025	$2.2M

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	Type	Owner	Value	Income
Blackrock Mun Holdings Calif Insd Fund	Mutual Funds	Self	N/A	Interest $201 - $1,000
Blackrock Mun Yield Insd Fund	Mutual Funds	Self	N/A	Interest $201 - $1,000
Constellation Brands Inc CL A(STZ)	Stocks	Self	$1,001 - $15,000	None
Diamonds Trust Ser 1(DIA)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Dow Chemical(DOW)	Stocks	Self	N/A	Dividends $1 - $200
Fidelity Puritan IRA	Retirement & Pension	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Fortive Brands	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric(GE)	Stocks	Self	N/A	Dividends $1 - $200
Hewlett Packard(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Dow Jones Select Dividend Index	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares Dow Jones Select Dividend Index Fund IRA	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares Dow Jones U.S. Technology Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Dow Jones U.S. Financial Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Dow Jones U.S. Healthcare Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Dow Jones U.S. Industrial Sector Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Trust Russell 2000 Index	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares Trust S&P 500 Index	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PowerShares QQQ Trust Series 1 (formerly Nasdaq 100 Shares)(QQQ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
UBS Wyeth Grut	Other	Self	N/A	None
Wellpoint(WLP)	Stocks	Spouse	N/A	None
Wyeth(WYE)	Stocks	Spouse	$250,001 - $500,000	Dividends/Capital Gains $100,001 - $1,000,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
UBS	margin loan	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Manufacturing$8K

Consumer Cyclical$8K

Technology$308K

Financial Services$81K

Basic Materials$8K

Industrials$8K

Consumer Defensive$158K

Healthcare$367K

Energy$32K

Real Estate$83K

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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).