Jean Schmidt
Jean Schmidt Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 21, 2008. Includes 32 assets.
Est. Net Worth
$5.6M
2008 annual disclosure
Total Assets
$2.6M - $8.6M
32 assets
Total Liabilities
$0
0 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$5.2M (11)
Stocks$248K (6)
Mutual Funds$183K (9)
Bank & Cash$0 (1)
Retirement & Pension$0 (4)
Insurance$0 (1)
Top Stock Holdings (from trades)
All Assets (32)
| Asset | Value |
|---|---|
Entegris Bond Strategy I | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Coca Mexico Opportunity Fund | $1,001 - $15,000 |
Smith Barney (2) - Legg Mason Opportunity Trust | N/A |
Smith Barney (2) - Legg Mason Growth Trust | N/A |
Smith Barney (2) - Legg Mason Value Trust | N/A |
Smith Barney (2) - Berger Mid Cap Trust | N/A |
Smith Barney Bank Deposit | N/A |
Wachovia 401K - Legg Mason Value Trust | N/A |
Wachovia 401K - Legg Mason Opportunity Trust | N/A |
Wachovia 401K - Legg Mason Growth Trust | N/A |
Wachovia 401K - Dodge & Cox Income Trust | N/A |
Dodge & Cox Balanced Trust | N/A |
Citizens State Bank - One Eire Enterprise Fund | N/A |
Citizens State Bank - American Enterprise Fund | N/A |
Keefe Bruyette (Columbus, OH) Columbus, OH, US | N/A |
Columbus, OH, US | N/A |
Nationwide Life (Columbus, OH) Columbus, OH, US | N/A |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
Ravensworth Holdings | $100,001 - $250,000 |
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 Loveland, OH, US | $1,000,000 - $5,000,000 |
RTJJ LLC Clermont County, OH, US | $50,000 - $100,000 |
RTJJ LLC Milford, OH 45150, US | $50,000 - $100,000 |
RTJJ LLC Milford, OH 45150, US | $100,000 - $250,000 |
RTJJ LLC SR 132 & Judd Rd., US | $15,000 - $50,000 |
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).