Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SCHD?
Owner Type	Number of Shares	Ownership Percentage
Institutions	881,595,790	100%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 23.3%.

Top Shareholders

Top 25 shareholders own 0% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0%	LPL Financial Corporation, Asset Management Arm	38,785,482	US$0	6.8%	0.38%
0%	Rakuten Investment Management, Inc.	33,032,234	US$0	0%	3.46%
0%	Wealthspire Advisors LLC	29,554,836	US$0	95.2%	4.48%
0%	Morgan Stanley, Investment Banking and Brokerage Investments	29,116,908	US$0	2.71%	0.08%
0%	Avantax Advisory Services, Inc.	27,640,926	US$0	6.3%	4.28%
0%	Raymond James Financial Inc., Asset Management Arm	21,199,631	US$0	-2.32%	0.2%
0%	Managed Account Advisors LLC	19,066,931	US$0	-47.4%	0.09%
0%	SMBC Capital Markets, Inc., Asset Management Arm	18,570,000	US$0	-30.8%	17.26%
0%	Envestnet Asset Management, Inc.	18,135,094	US$0	-7.61%	0.15%
0%	Northwestern Mutual Wealth Management Company	17,763,626	US$0	-2.52%	0.37%
0%	Columbia Management Investment Advisers, LLC	17,539,875	US$0	0.65%	0.1%
0%	UBS Asset Management AG	15,485,194	US$0	-3.07%	0.03%
0%	Wealthfront Corporation	13,924,582	US$0	-2.69%	1.03%
0%	Commonwealth Equity Services, LLC	13,496,416	US$0	2.79%	0.49%
0%	Merrill Lynch & Co. Inc., Banking Investments	11,812,530	US$0	-2.18%	0.11%
0%	Wealth Enhancement Advisory Services, LLC	11,654,619	US$0	1.59%	0.58%
0%	Orgel Wealth Management, LLC	11,520,110	US$0	4.14%	7.73%
0%	Wells Fargo & Company, Securities and Brokerage Investments	9,946,167	US$0	-18.8%	0.07%
0%	Avantax Planning Partners, Inc.	9,634,773	US$0	2.71%	8.81%
0%	Royal Bank of Canada, Banking & Securities Investments	8,118,347	US$0	0.21%	0.1%
0%	Mariner, LLC	7,754,716	US$0	0.71%	0.36%
0%	Cresset Asset Management, LLC	7,582,282	US$0	37.5%	0.95%
0%	Osaic Wealth, Inc. , Asset Management Arm	7,488,941	US$0	294%	0.51%
0%	Cetera Investment Advisers LLC	6,818,561	US$0	12.4%	0.34%
0%	Cambridge Investment Research Advisors, Inc.	6,768,332	US$0	-4.67%	0.58%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/22 22:07
End of Day Share Price	2025/05/22 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.