Kurt Schrader
Kurt Schrader Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 53 assets.
Est. Net Worth
$1.6M
2011 annual disclosure
Total Assets
$755K - $2.4M
53 assets
Total Liabilities
$0
0 liabilities
Total Trades
1,945
From PTR filings
Trade Volume
$21.7M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $554K |
| 2010 | $5.2M |
| 2011 | $1.6M |
| 2012 | $551K |
| 2013 | $3.4M |
Assets by Category
Stocks$667K (26)
Mutual Funds$269K (16)
Other$216K (3)
Retirement & Pension$208K (2)
Real Estate$83K (2)
LLC / Partnership$75K (1)
Bank & Cash$33K (1)
ETFs$8K (1)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (53)
| Asset | Value |
|---|---|
Key Bank - City | $15,001 - $50,000 |
Land Rental - Oregon Oregon, US | $50,001 - $100,000 |
Clackamas County Clackamas County, Oregon, US | $1,001 - $15,000 |
Oregon PERS (Diversified) Oregon, US | $100,001 - $250,000 |
J. Crew The Growth Fund | $15,001 - $50,000 |
Oregon 529 Plan Oregon, US | $15,001 - $50,000 |
Crestwood Investments | $100,001 - $250,000 |
Goldman Sachs GP Fund | $50,001 - $100,000 |
Engle Options LLC | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Options - Individual | $15,001 - $50,000 |
Putnam Low Volatility A | $1,001 - $15,000 |
Kennedy Capital HAH | $1,001 - $15,000 |
Capital Growth ETF | $1,001 - $15,000 |
Rollins Inc Capital | $15,001 - $50,000 |
MFS Sector Traded Intl Equity | $15,001 - $50,000 |
All Sector Traded Fund | $1,001 - $15,000 |
Invesco Growth & Income | $1,001 - $15,000 |
JPMorgan Mid Cap Value | $1,001 - $15,000 |
BlackRock Equity Dividend | $1,001 - $15,000 |
Janus Henderson | $1,001 - $15,000 |
American Funds AMCAP | $1,001 - $15,000 |
Fed Trust UST | $1,001 - $15,000 |
Jacksonville Electric Authority Jacksonville, FL, US | $1,001 - $15,000 |
Calvert (Bond Fund) | $1,001 - $15,000 |
BlackRock Total Return Fund | $1,001 - $15,000 |
Old Mutual Funds | $1,001 - $15,000 |
Vanguard Funds | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Industrials$1.4M
Financial Services$3M
Communication Services$1.2M
Wholesale Trade$8K
Healthcare$1.6M
Technology$2.5M
Consumer Cyclical$956K
Consumer Defensive$683K
Basic Materials$555K
Services$176K
Energy$1.4M
Utilities$483K
Real Estate$385K
Manufacturing$161K
Banking$89K
Insurance$201K
Retail Trade$269K
Transportation & Utilities$73K
Construction$16K
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).