Jean Schmidt
Jean Schmidt Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 36 assets and 3 liabilities.
Est. Net Worth
$4.4M
2012 annual disclosure
Total Assets
$2.3M - $8M
36 assets
Total Liabilities
$450K - $1M
3 liabilities
Total Trades
341
From PTR filings
Trade Volume
$11.1M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.6M |
| 2009 | $5.6M |
| 2010 | $5.1M |
| 2010 | $5.2M |
| 2012 | $4.4M |
Assets by Category
LLC / Partnership$4.9M (10)
Mutual Funds$96K (12)
Real Estate$75K (1)
ETFs$32K (4)
Retirement & Pension$16K (8)
Bank & Cash$0 (1)
Top Stock Holdings (from trades)
All Assets (36)
| Asset | Value |
|---|---|
Hasco Investment Fund | $1,001 - $15,000 |
Harden Town Asset Fund | $1,001 - $15,000 |
US Fin Stock Fund | $1,001 - $15,000 |
Fidelity US Bond Index | $1,001 - $15,000 |
Zochi Special FD ETF | $1,001 - $15,000 |
SPDR Gold Trust | $1,001 - $15,000 |
JPMorgan Equity Value | $1,001 - $15,000 |
Vanguard EM ETF | $1,001 - $15,000 |
Schwab US Large | $1,001 - $15,000 |
Dow Jones Select | $1,001 - $15,000 |
iShares US Tech | $1,001 - $15,000 |
iShares Latin Am Fund | $1,001 - $15,000 |
Hasco 401k | $1,001 - $15,000 |
MSR US Large Cap | $1,001 - $15,000 |
T Rowe Price | $1,001 - $15,000 |
Dodge & Cox | $1,001 - $15,000 |
MSCI EAFE | $1,001 - $15,000 |
Horizon Small Cap Bond | $1,001 - $15,000 |
T. Rowe Price Savings Plan - I Fund | N/A |
T. Rowe Price Savings Plan - F Fund | N/A |
T. Rowe Price Savings Plan - C Fund | N/A |
T. Rowe Price Savings Plan - S Fund | N/A |
T. Rowe Price Savings Plan - I Fund (2) | N/A |
Ohio Public Employees Retirement System (OPERS) Ohio, US | N/A |
Key Bank Account | N/A |
Partnership Holdings (See Attached) | N/A |
OT Realty Enterprises LLC Loveland, OH 45140, US | $250,000 - $500,000 |
OT Realty Enterprises LLC II Loveland, OH 45140, US | $250,000 - $500,000 |
OT Realty Enterprises LLC III Loveland, OH 45140, US | $50,000 - $100,000 |
Jennifer Black Et All Loveland, OH 45140, US | $50,000 - $100,000 |
Gus Hoffman Second Family Limited Partnership Loveland, OH 45140, US | $500,000 - $1,000,000 |
RTJJ LLC Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140, US | $1,000,000 - $5,000,000 |
RTJJ LLC Moore Rd. & Bantam Rd., Clermont County, OH, US | $50,000 - $100,000 |
RTJJ LLC 1232 SR 28, Milford, OH 45150, US | $50,000 - $100,000 |
RTJJ LLC 1236 SR 28, Milford, OH 45150 (SR 28 & Floyd Place), US | $100,000 - $250,000 |
RTJJ LLC SR 132 & Judd Rd., US | $15,000 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Bryn Fin. and Investments of Wilmington, DE | other | $100,001 - $250,000 |
| Sabrina E. Finch | other | $250,001 - $500,000 |
| Troy Schwab and Hollister | other | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Industrials$8K
Real Estate$41K
Financial Services$671K
Basic Materials$335K
Utilities$150K
Consumer Cyclical$8K
Energy$49K
Technology$108K
Healthcare$33K
Communication Services$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).