Derek Schmidt Stock Trades

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KS-02 · Republican

Disclosed trades
0
Estimated volume
—
sum of bracket midpoints
Typical delay
—
trade to filing
Last filed
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Entering on the day each filing became public, and still holding

Amount per trade

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None of this member's disclosed purchases could be priced — they may have disclosed only sales, or only assets with no market price.

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Holdings, 2025

Weights are each holding's share of roughly $2.9M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

AssetWeight
AGTHXLincoln Financial Group ⇒ The Growth Fund of America Class A Shares (AGTHX) [MF]6.0%
WCEAXLPL - GreyCoal ⇒ Macquarie Core Equity Fund A (WCEAX) [MF]6.0%
WSTAXLPL - GreyCoal ⇒ Macquarie Science and Technology Fund A (WSTAX) [MF]6.0%
FGIPXProtective Life Insurance Company ⇒ Macquarie Growth and Income Fund Institutional (FGIPX) [MF]6.0%
IVVWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ iShares Core S&P 500 ETF (IVV) [EF]6.0%
VTVWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Vanguard Value ETF (VTV) [EF]6.0%
FENIWealth Alliance ⇒ Roth IRA ⇒ Fidelity Enhanced International ETF (FENI) [EF]2.6%
FBNDWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Fidelity Total Bond ETF (FBND) [EF]2.6%
IVVWealth Alliance ⇒ Roth IRA - Spouse ⇒ iShares Core S&P 500 ETF (IVV) [EF]2.6%
IVVWealth Alliance ⇒ IRA ⇒ iShares Core S&P 500 ETF (IVV) [EF]2.6%
VUGWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Vanguard Growth ETF (VUG) [EF]2.6%
WMGAXLPL - GreyCoal ⇒ Macquarie Mid Cap Growth Fund A (WMGAX) [MF]1.1%
ICIEXProtective Life Insurance Company ⇒ Macquarie Core Equity Fund Institutional (ICIEX) [MF]1.1%
IGIIXProtective Life Insurance Company ⇒ Macquarie Global Growth Fund Institutional (IGIIX) [MF]1.1%
IYSIXProtective Life Insurance Company ⇒ Macquarie Small Cap Growth Fund Institutional (IYSIX) [MF]1.1%
QCSTIXTIAA Retirement Account- Spouse ⇒ CREF Stock Account - R3 (QCSTIX) [MF]1.1%
JIREWealth Alliance ⇒ IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF]1.1%
BBAGWealth Alliance ⇒ IRA ⇒ JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) [EF]1.1%
PYLDWealth Alliance ⇒ IRA ⇒ PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF]1.1%
FYXWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) [EF]1.1%
BBAGWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) [EF]1.1%
PYLDWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF]1.1%
SPEMWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF]1.1%
CWIWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) [EF]1.1%
FYXWealth Alliance ⇒ Roth IRA - Spouse ⇒ First Trust Small Cap Core AlphaDEX Fund (FYX) [EF]1.1%
JIREWealth Alliance ⇒ Roth IRA - Spouse ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF]1.1%
PYLDWealth Alliance ⇒ Roth IRA - Spouse ⇒ PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF]1.1%
SPEMWealth Alliance ⇒ Roth IRA - Spouse ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF]1.1%
FXAIXWealth Alliance ⇒ Wealth Alliance - Dependents ⇒ Fidelity 500 Index Fund (FXAIX) [MF]1.1%
FBNDWealth Alliance ⇒ Roth IRA - Spouse ⇒ Fidelity Total Bond ETF (FBND) [EF]1.1%
FBNDWealth Alliance ⇒ IRA ⇒ Fidelity Total Bond ETF (FBND) [EF]1.1%
IVVFidelity - Wealth Alliance ⇒ iShares Core S&P 500 ETF (IVV) [EF]1.1%
MDYWealth Alliance ⇒ Roth IRA - Spouse ⇒ SPDR MidCap Trust Series I (MDY) [EF]1.1%
MDYWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ SPDR MidCap Trust Series I (MDY) [EF]1.1%
MDYWealth Alliance ⇒ IRA ⇒ SPDR MidCap Trust Series I (MDY) [EF]1.1%
RSPWealth Alliance ⇒ Roth IRA - Spouse ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF]1.1%
RSPWealth Alliance ⇒ IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF]1.1%
SPTMWealth Alliance ⇒ Roth Ind. Retirement Account ⇒ State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [EF]1.1%
VEAWealth Alliance ⇒ Roth IRA - Spouse ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]1.1%
VTIWealth Alliance ⇒ Roth IRA - Spouse ⇒ Vanguard Total Stock Market ETF (VTI) [EF]1.1%

Showing 40 of 141 disclosed assets.

Bills they sponsored

Legislation introduced under their own name, newest first

Campaign finance

Reported to the FEC, through Jul 15, 2026

Raised
$1.5M
Spent
$556.9K
Cash on hand
$939.2K
From PACs
$505.5K
committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Derek Schmidt's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

DateMeasureQuestionVote
Sep 16, 2026S 2403Retire through Ownership ActYea
Sep 16, 2026H R 9497Water Resources Development ActYea
Sep 16, 2026H R 9340Ratepayer Protection ActYea
Sep 16, 2026H J RES 213Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”Yea
Sep 16, 2026H R 10326PROOF ActYea
Sep 16, 2026H R 9576National Fraud Enforcement Division ActYea
Sep 16, 2026H R 5334An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposesYea
Sep 15, 2026H CON RES 93Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with IranNay
Sep 15, 2026H J RES 210Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”Yea
Sep 15, 2026H R 9500Tax Relief for Fraud Victims ActYea

Disclosed transactions

0 in total, newest first

No transactions on file