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
State or Government	7,781,409	0.988%
Institutions	780,007,841	99%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 17.8%.

Top Shareholders

Top 25 shareholders own 0% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0%	LPL Financial Corporation, Asset Management Arm	34,594,170	US$0	3.14%	0.42%
0%	Morgan Stanley, Investment Banking and Brokerage Investments	27,580,314	US$0	-0.4%	0.09%
0%	SMBC Capital Markets, Inc., Asset Management Arm	26,820,000	US$0	0%	14.41%
0%	Avantax Advisory Services, Inc.	25,507,368	US$0	2.79%	4.59%
0%	Envestnet Asset Management, Inc.	19,086,885	US$0	5.16%	0.17%
0%	Northwestern Mutual Wealth Management Company	17,740,233	US$0	1.55%	0.44%
0%	Raymond James Financial Services Advisors, Inc.	17,673,306	US$0	0.68%	0.64%
0%	Columbia Management Investment Advisers, LLC	17,296,602	US$0	-5.93%	0.11%
0%	UBS Asset Management AG	15,418,893	US$0	2.62%	0.04%
0%	Wealthspire Advisors LLC	15,359,868	US$0	4%	4.34%
0%	Wealthfront Corporation	14,521,470	US$0	-2.46%	1.25%
0%	Commonwealth Equity Services, LLC	12,845,676	US$0	7.47%	0.53%
0%	Orgel Wealth Management, LLC	12,772,005	US$0	1.69%	8.91%
0%	Wells Fargo & Company, Securities and Brokerage Investments	11,780,784	US$0	-0.06%	0.1%
0%	Managed Account Advisors LLC	11,568,126	US$0	-4.54%	0.06%
0%	Merrill Lynch & Co. Inc., Banking Investments	9,475,305	US$0	0.37%	0.09%
0%	Avantax Planning Partners, Inc.	9,317,994	US$0	-13.1%	9.32%
0%	Japan Science And Technology Agency	7,781,409	US$0	167%	no data
0%	Royal Bank of Canada, Banking & Securities Investments	7,745,127	US$0	1.45%	0.11%
0%	Mariner, LLC	6,859,437	US$0	13.8%	0.34%
0%	Cambridge Investment Research Advisors, Inc.	6,709,398	US$0	4.88%	0.62%
0%	Cresset Asset Management, LLC	5,783,346	US$0	6.81%	0.59%
0%	Osaic Wealth, Inc. , Asset Management Arm	5,615,004	US$0	-3.5%	0.53%
0%	Keystone Financial Planning, Inc.	5,576,694	US$0	5.37%	47.79%
0%	Cassaday & Company, Inc.	5,567,022	US$0	6.61%	4.24%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/15 11:12
End of Day Share Price	2025/01/14 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 here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 .

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.

Analyst	Institution