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Derek Schmidt — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

Report typeAnnual
Filing year2025
Chamberhouse
240 Acres Cherryvale Kansas, 100% Interest$500,001 - $1,000,000
Rent$2,501 - 5th Street, Independence Kansas$100,001 - $250,000
Rent$5,001 - Accordia Life and Annuity Company$1,001 - $15,000 · None
Charles Schwab Cash$1 - $1,000 · Tax-Deferred
Community National Bank and Trust$1,001 - $15,000 · Interest
Equity Bank$15,001 - $50,000 · Interest
Intrust Bank$50,001 - $100,000
Interest$1,001 - Kansas Public Employees Retirement System (KPERS)$100,001 - $250,000 · Tax-Deferred
Liberty PipelineUndetermined
Locust Triplex, Independence Kansas$100,001 - $250,000
Rent$15,001 - Thrivent Fixed Annuity$1,001 - $15,000 · None
Thrivent Whole Life Policy$50,001 - $100,000 · None
American Century One Choice 2050 Ptf Investor Class (ARFVX)$1,001 - $15,000 · Tax-Deferred
Fidelity Government Cash Reserves$1,001 - $15,000 · Dividends
Fidelity Tax-Free Bond Fund (FTABX)$1,001 - $15,000 · Dividends
First Trust Small Cap Core AlphaDEX Fund (FYX)$1,001 - $15,000 · Dividends
Invesco AMT-Free Municipal Income Fund Class Y (OMFYX)$1,001 - $15,000 · Dividends
Invesco S&P 500 Equal Weight ETF (RSP)$1,001 - $15,000 · Dividends
iShares Core S&P 500 ETF (IVV)$15,001 - $50,000 · Dividends
J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE)$1,001 - $15,000 · Dividends
JPMorgan Municipal ETF (JMUB)$1,001 - $15,000 · Capital Gains, Dividends
JPMorgan Ultra-Short Municipal Income ETF (JMST)None · Capital Gains, Dividends
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI)$1,001 - $15,000 · Dividends
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)$1,001 - $15,000 · Dividends
SPDR MidCap Trust Series I (MDY)$1,001 - $15,000 · Dividends
Vanguard FTSE Developed Markets ETF (VEA)$1,001 - $15,000 · Dividends
Vanguard Growth ETF (VUG)$1,001 - $15,000 · Dividends
Vanguard Total Stock Market ETF (VTI)$1,001 - $15,000 · Capital Gains, Dividends
Vanguard Value ETF (VTV)$1,001 - $15,000 · Dividends
Vanguard Target Retirement 2035 Fund (VTTHX)None · Tax-Deferred
Learning Quest 10% Equity Portfolio$15,001 - $50,000 · None
Learning Quest 20% Equity Portfolio$50,001 - $100,000 · None
Amercian Funds Ultra-Short Bond Fixed Incomeno value stated
$15,001 - $50,000Tax-Deferred The Growth Fund of America Class A Shares (AGTHX)$100,001 - $250,000 · Tax-Deferred
LPL - GreyCoal Cash Account$50,001 - $100,000
Interest$1 - $200 Macquarie Core Equity Fund A (WCEAX)$100,001 - $250,000 · Capital Gains, Dividends
Macquarie Global Growth Fund A (IVINX)Dividends
$1 - $1,000Capital Gains, Macquarie Large Cap Growth Fund A (WLGAX)Dividends
$1,001 - $15,000Capital Gains, Macquarie Mid Cap Growth Fund A (WMGAX)$5,000
$15,001 - $50,000Capital Gains$2,501 - Macquarie Science and Technology Fund A (WSTAX)$100,001 - $250,000 · Capital Gains, Dividends
101 further assets are in the source document

Original filing document