House · Republican · AZ-1 · in the House since 2011 · Latest annual report · schweikert.house.gov
From the annual report filed Aug 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| BlackRock LifePath Index 2030 [MF] | $250K – $500K | Spouse |
| Baron Growth Fund Inst Shs (BGRIX) [MF] | $50K – $100K | Self |
| Macquarie Growth and Income Fund A (FGINX) [MF] | $50K – $100K | Spouse |
| Putnam Large Cap Value Fund Class R6 (PEQSX) [MF] | $50K – $100K | Self |
| Putnam VT Large Cap Growth [OT] | $15K – $50K | Spouse |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 22, 2025 | Putnam Large Cap Value Fund Class R6 (PEQSX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 16, 2025 | Baron Growth Fund Inst Shs (BGRIX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 17, 2024 | Baron Growth Fund Inst Shs (BGRIX) | Buy · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 13, 2025 |
| Dec 6, 2024 | Putnam Large Cap Value Fund Class R6 (PEQSX) | Buy · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 13, 2025 |
| Dec 7, 2023 | Putnam Large Cap Value Fund Class Y (PEIYX) | Buy · Mutual fund | $1K – $15K | Spouse | 2023 Annual Report filed Aug 13, 2024 |
From David Schweikert's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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