Charles E Schumer — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Congressional Federal Credit Union | $100,001 - $250,000 · Interest · $201 - $1,000 |
| Municipal Credit Union | $1,001 - $15,000 · None · None (or less than $201) |
| Teachers Retirement System Deferred Compensation | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| New York State Voluntary Defined Contribution Program | -- |
| TIAA Traditional | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Ddg&Cox Intl St T1 | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Vang SmCpVa lx T1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Inf-Linked Bond R3 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| QCMMIX - CREF Money Market Account - R3 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Vang Wellington T1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| QCGRIX - CREF Growth Account - R3 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| QREARX - TIAA Real Estate Account | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Nuv Lg Cap Vl lx T1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| QCBMIX - CREF Bond Market Account - R3 | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Vang Ext Mkt lx T1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Vang Inst lx T1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Vang Treas MMkt T1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Americ EurPc Gr T1 - SUNY Targeted Allocation Retirement Series-Lifecycle 2020 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Vang Inst lx Pl T1 - SUNY Targeted Allocation Retirement Series-Lifecycle 2020 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Vang TtlntBd lx T1 - SUNY Targeted Allocation Retirement Series-Lifecycle 2020 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Pensco Trust Company IRA | -- |
| Pensco Trust Company | $1,001 - $15,000 · None · None (or less than $201) |
| Pensco Trust Company IRA | -- |
| Pensco Trust Company | $1,001 - $15,000 · None · None (or less than $201) |
| City University of New York Tax Deferred Annuity Plan | -- |
| TIAA Traditional | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Nuv Lg Cp Vl lx T1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Nuv Sm Cp Bl lx T1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Americ WaMu Inv T1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc Americ EuroPac Gr T1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| QREARX - TIAA Real Estate Account | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| QCBMIX - CREF Bond Market Account - R3 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Inf-Linked Bond R3 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TI Acc WstAst Cr Pl Bd T1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Responsible Balanced R3 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| New York Public Library TDA Plan | -- |
| TIAA Traditional | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| QCGRPX-CREF Growth Account - R2 | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| Nuveen Intl Eq-Rtmt | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Nuveen Lg-Cap Val-Rtmt | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| … | 14 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | NY |
| office | Schumer, Charles E. (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-6fea64b8-6c11-41ee-b5a1-61dae7d03775 |
| report url | https://efdsearch.senate.gov/search/view/annual/6fea64b8-6c11-41ee-b5a1-61dae7d03775/ |
| scraped at | 2026-06-15T10:30:08.044Z |
| asset count | 54 |
| bioguide id | S000148 |
| filing date | 2026-05-14 |
| filing year | 2025 |
| member last | Schumer |
| member name | Charles E Schumer |
| report type | Annual |
| member first | Charles E |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 1 |
assets (54)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Joint | — | Washington, DC | Congressional Federal Credit Union | Bank Deposit | 1 | Type: Certificate of Deposit, Savings | Interest | $100,001 - $250,000 | $201 - $1,000 | — |
| Spouse | — | New York, NY | Municipal Credit Union | Bank Deposit | 2 | Type: Checking, Savings | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Teachers Retirement System Deferred Compensation | Deferred Compensation | 3 | Company: Craig James Financial Servies, LLC (Melville, NY) Description: deferred compensation | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | — |
| Spouse | — | — | New York State Voluntary Defined Contribution Program | Retirement Plans | 4 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | TIAA Traditional | Annuity | 4.1 | Provider: TIAA-CREF | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Fixed |
| Spouse | — | — | TI Acc Ddg&Cox Intl St T1 | Mutual Funds | 4.2 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Vang SmCpVa lx T1 | Mutual Funds | 4.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | CREF Inf-Linked Bond R3 | Mutual Funds | 4.4 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QCMMIX - CREF Money Market Account - R3 | Mutual Funds | 4.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Vang Wellington T1 | Mutual Funds | 4.6 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QCGRIX - CREF Growth Account - R3 | Mutual Funds | 4.7 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QREARX - TIAA Real Estate Account | Mutual Funds | 4.8 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Nuv Lg Cap Vl lx T1 | Mutual Funds | 4.9 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QCBMIX - CREF Bond Market Account - R3 | Mutual Funds | 4.10 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Vang Ext Mkt lx T1 | Mutual Funds | 4.11 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Vang Inst lx T1 | Mutual Funds | 4.12 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Vang Treas MMkt T1 | Mutual Funds | 4.13 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Americ EurPc Gr T1 - SUNY Targeted Allocation Retirement Series-Lifecycle 2020 | Mutual Funds | 4.14 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Vang Inst lx Pl T1 - SUNY Targeted Allocation Retirement Series-Lifecycle 2020 | Mutual Funds | 4.15 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Vang TtlntBd lx T1 - SUNY Targeted Allocation Retirement Series-Lifecycle 2020 | Mutual Funds | 4.16 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Pensco Trust Company IRA | Retirement Plans | 5 | — | — | -- | — | IRA |
| Self | — | San Francisco, CA | Pensco Trust Company | Bank Deposit | 5.1 | Type: IRA Cash Accounts | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Pensco Trust Company IRA | Retirement Plans | 6 | — | — | -- | — | IRA |
| Spouse | — | San Francisco, CA | Pensco Trust Company | Bank Deposit | 6.1 | Type: IRA Cash Accounts | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | City University of New York Tax Deferred Annuity Plan | Retirement Plans | 7 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | TIAA Traditional | Annuity | 7.1 | Provider: TIAA-CREF | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Fixed |
| Spouse | — | — | TI Acc Nuv Lg Cp Vl lx T1 | Mutual Funds | 7.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Nuv Sm Cp Bl lx T1 | Mutual Funds | 7.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Americ WaMu Inv T1 | Mutual Funds | 7.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc Americ EuroPac Gr T1 | Mutual Funds | 7.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QREARX - TIAA Real Estate Account | Mutual Funds | 7.6 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QCBMIX - CREF Bond Market Account - R3 | Mutual Funds | 7.7 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | CREF Inf-Linked Bond R3 | Mutual Funds | 7.8 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TI Acc WstAst Cr Pl Bd T1 | Mutual Funds | 7.9 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | CREF Responsible Balanced R3 | Mutual Funds | 7.10 | Filer comment: Fund renamed. Previously reported as QCSCIX-CREF Social Choice Acct | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | New York Public Library TDA Plan | Retirement Plans | 8 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | TIAA Traditional | Annuity | 8.1 | Provider: TIAA-CREF | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Fixed |
| Spouse | — | — | QCGRPX-CREF Growth Account - R2 | Mutual Funds | 8.2 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Intl Eq-Rtmt | Mutual Funds | 8.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Lg-Cap Val-Rtmt | Mutual Funds | 8.4 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Mid Cap Val Rtmt | Mutual Funds | 8.5 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Lg-Cap Val Idx-Rtmt | Mutual Funds | 8.6 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuv Qnt Sm-Cap Eq-Rtmt | Mutual Funds | 8.7 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Em Mrkts Eq Rtmt | Mutual Funds | 8.8 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QREARX - TIAA Real Estate Account | Mutual Funds | 8.9 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen High-Yield-Rtmt | Mutual Funds | 8.10 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Short-Term Bond-Rtmt | Mutual Funds | 8.11 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Infl Link Bd Rtmt | Mutual Funds | 8.12 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Core Bond Rtmt | Mutual Funds | 8.13 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Nuveen Core Imp Bond Rtmt | Mutual Funds | 8.14 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Joint | — | New York, NY | Citibank | Bank Deposit | 9 | Type: Certificate of Deposit, Savings | None | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | — | NEH 3 LLC | Business Entity | 10 | Company: NEH 3 LLC (Brooklyn, NY) Description: Writer Filer comment: Entity established to receive income from book pursuant to agreement listed on Part 9, line 2. | Other (Ordinary Business Income) | $100,001 - $250,000 | Other $100,001.00 | Limited Liability Company (LLC) |
| Self | — | — | NEH 3 LLC | Business Entity | 11 | Company: NEH 3 LLC (Brooklyn, NY) Description: Writer Filer comment: Entity established to receive income from book pursuant to agreement listed on Part 9, line 2. | Other (Ordinary Business Income) | $100,001 - $250,000 | Other $100,001.00 | Limited Liability Company (LLC) |
| Joint | — | Charlotte, NC | TIAA Brokerage DGVMM - Dreyfus Govt Cash Mgmt Investor Shs | Bank Deposit | 12 | Type: Money Market Account | Interest | $250,001 - $500,000 | $201 - $1,000 | — |
liabilities (1)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Joint | n/a | Citibank | 2017 | New York, NY | 4.125% (30 years) | 1 | $100,001 - $250,000 | Mortgage |