SCHZ
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Virginia FoxxHouse · R · NC |
SCHZSCHZ · Stock |
Sale $50,001 - $100,000 |
Mar 7, 2022 | Feb 15, 2022 | Filing ↗ |
| Virginia FoxxHouse · R · NC |
SCHZSCHZ · Stock |
Sale $50,001 - $100,000 |
Aug 7, 2014 | Jul 21, 2014 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| Marotta Asset Management | 248.4K | $5.5M | — |
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 2030 Index Fund SCHWAB CAPITAL TRUST | 28.9M | $669.2M | 36.34% | Jun 30, 2026 |
| Schwab Target 2035 Index Fund SCHWAB CAPITAL TRUST | 20.6M | $477.1M | 28.93% | Jun 30, 2026 |
| Schwab Target 2040 Index Fund SCHWAB CAPITAL TRUST | 16.9M | $391.5M | 21.83% | Jun 30, 2026 |
| Schwab Target 2025 Index Fund SCHWAB CAPITAL TRUST | 12.4M | $286.1M | 42.88% | Jun 30, 2026 |
| Schwab Target 2045 Index Fund SCHWAB CAPITAL TRUST | 8.0M | $185.2M | 14.98% | Jun 30, 2026 |
| Schwab Target 2050 Index Fund SCHWAB CAPITAL TRUST | 7.2M | $166.7M | 10.01% | Jun 30, 2026 |
| Schwab Target 2020 Index Fund SCHWAB CAPITAL TRUST | 5.7M | $131.2M | 44.20% | Jun 30, 2026 |
| Schwab Target 2055 Index Fund SCHWAB CAPITAL TRUST | 3.5M | $80.2M | 6.88% | Jun 30, 2026 |
| Strategy Shares NASDAQ 7HANDL Index ETF Strategy Shares | 3.1M | $71.4M | 11.33% | Jul 31, 2026 |
| Transamerica Goldman Sachs Managed Risk - Conservative ETF VP TRANSAMERICA SERIES TRUST | 3.1M | $71.0M | 19.39% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list SCHZ's shares (CUSIP 808524839), 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 SCHZ as the client.
Government Contracts
No federal contract awards found for SCHZ.
U.S. Patents
No USPTO patent applications found for SCHZ.
Annual Financials
No annual XBRL figures on record for SCHZ. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 2-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 SCHZ
No company profile on record.