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BullishWhales · Congress · Trade Detail
SCHDSchwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New
DemocratHouse

Mikie Sherrill bought Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New (SCHD)

Mikie Sherrill (D-NJ), a U.S. Representative, has disclosed 1 trade in Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New (SCHD) since 2020, a single purchase, worth an estimated $175K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).

The trade highlighted here is a purchase: Mikie Sherrill bought $100,001 - $250,000 of Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New (SCHD) on February 21, 2020. Since that trade, SCHD is up +108.67% against the S&P 500 up +147.73%, an outperformance of -39.06%.

Data updated

SCHD trades
1
Disclosed Vol
$175K
Buys
1
100%
Sells
0
0%
Buy / Sell
All buys
ratio
First → Last
2020

Mikie Sherrill's SCHD trades vs the price

SCHD is up +108.67% since Mikie Sherrill bought on February 21, 2020, versus +147.73% for the S&P 500.

Performance since this trade

Price change since trade
+108.67%
S&P 500 change since trade
+147.73%
Outperformance vs S&P 500
-39.06%

All Mikie Sherrill SCHD trades

TradedTypeSizeReturnEst. profit
February 21, 2020BUY$15.53+108.67%-$78K

Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.

Mikie Sherrill & SCHD trading FAQ

Is it legal for Mikie Sherrill to trade Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New (SCHD) stock?

Yes. Members of Congress are allowed to trade individual stocks, including Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New (SCHD), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. BullishWhales tracks those disclosures; this page does not imply the trade was improper.

When did Mikie Sherrill buy SCHD?

Mikie Sherrill disclosed a purchase of $100,001 - $250,000 of Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New (SCHD) on February 21, 2020, according to public STOCK Act filings.

How has SCHD performed since Mikie Sherrill's trade?

Since Mikie Sherrill bought SCHD on February 21, 2020, the stock is up +108.67%, versus +147.73% for the S&P 500 over the same period, an outperformance of -39.06%.

How soon must members of Congress disclose a trade?

Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.

Where can I see all congressional SCHD trades?

BullishWhales tracks every disclosed congressional trade in Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New (SCHD) on the Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : New congressional trading page, which aggregates filings across all members of Congress.

Mikie Sherrill's SCHD tradesAll congressional filings for Schwab uS Dividend Equity ETF (SCHD) [ST] F IlINg S TaTuS : NewMikie Sherrill's full profile

Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.

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