SCHX
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Virginia FoxxHouse · R · NC |
SCHXSCHX · Stock |
Purchase $1,001 - $15,000 |
Feb 5, 2024 | Jan 8, 2024 | Filing ↗ |
| Virginia FoxxHouse · R · NC |
SCHXSCHX · Stock |
Purchase $1,001 - $15,000 |
Feb 5, 2024 | Jan 17, 2024 | Filing ↗ |
| Virginia FoxxHouse · R · NC |
SCHXSCHX · Stock |
Sale $15,001 - $50,000 |
Mar 7, 2018 | Feb 8, 2018 | Filing ↗ |
| Virginia FoxxHouse · R · NC |
SCHXSCHX · Stock |
Purchase $15,001 - $50,000 |
Jan 5, 2017 | Dec 9, 2016 | Filing ↗ |
| Virginia FoxxHouse · R · NC |
SCHXSCHX · Stock |
Sale $100,001 - $250,000 |
Nov 6, 2014 | Oct 10, 2014 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| Frisco Financial Planning LLC | 423.2K | $12.7M | — |
| Rosenberg Matthew Hamilton | 261.0K | $7.8M | — |
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 |
|---|---|---|---|---|
| Schwab Target 2050 Index Fund SCHWAB CAPITAL TRUST | 28.0M | $823.6M | 49.44% | Jun 30, 2026 |
| Schwab Target 2040 Index Fund SCHWAB CAPITAL TRUST | 26.9M | $792.4M | 44.19% | Jun 30, 2026 |
| Schwab Target 2060 Index Fund SCHWAB CAPITAL TRUST | 23.6M | $695.0M | 51.12% | Jun 30, 2026 |
| Schwab Target 2035 Index Fund SCHWAB CAPITAL TRUST | 22.7M | $667.0M | 40.44% | Jun 30, 2026 |
| Schwab Target 2030 Index Fund SCHWAB CAPITAL TRUST | 21.6M | $635.0M | 34.49% | Jun 30, 2026 |
| Schwab Target 2055 Index Fund SCHWAB CAPITAL TRUST | 20.0M | $588.6M | 50.48% | Jun 30, 2026 |
| Schwab Target 2045 Index Fund SCHWAB CAPITAL TRUST | 19.9M | $586.3M | 47.41% | Jun 30, 2026 |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 16.7M | $490.7M | 39.87% | Jun 30, 2026 |
| Schwab Target 2065 Index Fund SCHWAB CAPITAL TRUST | 8.2M | $242.1M | 51.62% | Jun 30, 2026 |
| GuidePath Growth Allocation Fund GPS Funds II | 6.6M | $193.7M | 11.63% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list SCHX's shares (CUSIP 808524201), 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 SCHX as the client.
Government Contracts
No federal contract awards found for SCHX.
U.S. Patents
No USPTO patent applications found for SCHX.
Annual Financials
No annual XBRL figures on record for SCHX. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 3-for-1Stock splitOct 11, 2024
- 2-for-1Stock splitMar 11, 2022
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
No 8-K filings on record.
About SCHX
No company profile on record.