Congressional stock trades · Member
Brian Schatz
Senator · HI · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 10 annual reports are below.
Current committees: Senate Committee on Appropriations; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Foreign Relations; Senate Committee on Indian Affairs; Senate Select Committee on Ethics.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
24 assets with a value on the amended report filed 2024-07-31. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of Hawaii | Other | Joint | $50,001 - $100,000 |
| TIAA-CREF Equity Index R (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| TIAA-CREF Real Estate Sec Retire (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| TIAA-CREF Social Choice Eq Retire (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| QCSTPX - CREF Stock R2 | Fund | Member | $1,001 - $15,000 |
| American Funds Washington Mutual 529A (NASDAQ) | Fund | Joint | $1,001 - $15,000 |
| American Funds Growth Fund of Amer 529A (NASDAQ) | Fund | Joint | $1,001 - $15,000 |
| American Funds Interm Bd Fd of Amer 529A (NASDAQ) | Fund | Joint | $1,001 - $15,000 |
| American Funds Invmt Co of Amer 529A (NASDAQ) | Fund | Joint | $1,001 - $15,000 |
| MASSX -Mutual of America Instl Small Cap Growth | Fund | Member | $15,001 - $50,000 |
| MAVSX - Mutual of America Instl Small Cap Value | Fund | Member | $15,001 - $50,000 |
| Mutual of America - Calvert VP SRI Balanced Portfolio | Fund | Member | $15,001 - $50,000 |
| Mutual of America - Fidelity Investments VIP Contrafund | Fund | Member | $15,001 - $50,000 |
| Schatz Collaborative LLC | Other | Spouse | $100,001 - $250,000 |
| Employee's Retirement System of the State of Hawaii | Other | Member | Unascertainable |
| American Funds EuroPacific Growth Fund Class R-6 | Fund | Spouse | $1,001 - $15,000 |
| American Century US Value Yield Eq Tr 1 | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Contrafund Commingled Pool | Fund | Spouse | $1,001 - $15,000 |
| 2024/2025 Enrollment Portfolio Passive | Fund | Joint | $100,001 - $250,000 |
| 2022/2023 Enrollment Portfolio Passive | Fund | Joint | $100,001 - $250,000 |
| iShares Core Moderate Allocation ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Core Conservative Allocation ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Total Stock Market ETF | Fund | Spouse | $100,001 - $250,000 |
| Investment in Residential Property | Other | Spouse | $100,001 - $250,000 |
How reports are read: holdings methodology.