SCHD
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Virginia FoxxHouse · R · NC |
SCHDSCHD · Stock |
Sale $50,001 - $100,000 |
Apr 4, 2023 | Mar 8, 2023 | Filing ↗ |
Steve CohenHouse · D · TN |
SCHDSCHD · Stock |
Purchase $50,001 - $100,000 |
Aug 5, 2022 | Jul 29, 2022 | Filing ↗ |
Mikie SherrillHouse · D · NJ |
SCHDSCHD · Stock |
Purchase $100,001 - $250,000 |
Apr 5, 2020 | Feb 21, 2020 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Sale $1,001 - $15,000 |
Jul 8, 2016 | Jun 13, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Sale $100,001 - $250,000 |
Jul 8, 2016 | Jun 13, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Sale $1,001 - $15,000 |
Jul 8, 2016 | Jun 13, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Sale $1,001 - $15,000 |
May 9, 2016 | Apr 4, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Sale $250,001 - $500,000 |
May 9, 2016 | Apr 4, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Sale $15,001 - $50,000 |
May 9, 2016 | Apr 4, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Purchase $1,001 - $15,000 |
Apr 5, 2016 | Mar 28, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Purchase $250,001 - $500,000 |
Mar 3, 2016 | Feb 12, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Purchase $1,001 - $15,000 |
Mar 3, 2016 | Feb 12, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Purchase $1,001 - $15,000 |
Mar 3, 2016 | Feb 12, 2016 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Purchase $15,001 - $50,000 |
Jan 6, 2016 | Dec 22, 2015 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Sale $1,001 - $15,000 |
Jan 6, 2016 | Dec 29, 2015 | Filing ↗ |
Thomas MacArthurHouse · R · NJ |
SCHDSCHD · Stock |
Purchase $15,001 - $50,000 |
Jan 6, 2016 | Dec 22, 2015 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed2
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| Citadel Advisors LLC | 0 | $0 | closed |
| D. E. Shaw & Co., Inc. | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Dynamic Alpha Macro Fund Advisors Preferred Trust | 731.7K | $23.2M | 9.44% | Jun 30, 2026 |
| Schwab Monthly Income Fund - Flexible Payout SCHWAB CAPITAL TRUST | 510.9K | $16.2M | 19.75% | Jun 30, 2026 |
| Schwab Monthly Income Fund - Target Payout SCHWAB CAPITAL TRUST | 419.6K | $13.3M | 19.74% | Jun 30, 2026 |
| GuidePath Multi-Asset Income Allocation Fund GPS Funds II | 335.9K | $10.6M | 9.60% | Jun 30, 2026 |
| Schwab Monthly Income Fund - Income Payout SCHWAB CAPITAL TRUST | 297.5K | $9.4M | 12.87% | Jun 30, 2026 |
| Diversified Income Fund ULTRA SERIES FUND | 276.9K | $8.8M | 6.65% | Jun 30, 2026 |
| Madison Diversified Income Fund MADISON FUNDS | 252.2K | $8.4M | 8.40% | Jul 31, 2026 |
| State Street(R)Income Allocation ETF SSGA Active Trust | 200.4K | $6.4M | 8.86% | Jun 30, 2026 |
| Dga Core Plus Absolute Return ETF Tidal Trust II | 31.1K | $1.0M | 5.09% | Jul 31, 2026 |
| Rcn Pareto Strategic Allocation ETF Tidal Trust III | 25.3K | $822K | 5.00% | May 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list SCHD's shares (CUSIP 808524797), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming SCHD as the client.
Government Contracts
No federal contract awards found for SCHD.
U.S. Patents
No USPTO patent applications found for SCHD.
Annual Financials
No annual XBRL figures on record for SCHD. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 3-for-1Stock splitOct 11, 2024
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
No 8-K filings on record.
About SCHD
No company profile on record.




