13F

FNDA SCHWAB FNDMNTL US SM CO ETF

2026Q1 · CUSIP 808524763

⚪ Neutral · No signal
Holders
468
Δ holders QoQ
+10
Breadth percentile
Top 29%
Whale holders
94
Δ whales
+6
Inst. holding value
$7.3B
New positions
53
Closed positions
43
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+9 · h=112 2018Q2: Δ+13 · h=125 2018Q3: Δ+11 · h=136 2018Q4: Δ+9 · h=145 2019Q1: Δ+1 · h=146 2019Q2: Δ+8 · h=154 2019Q3: Δ-1 · h=153 2019Q4: Δ+24 · h=177 2020Q1: Δ-21 · h=156 2020Q2: Δ+0 · h=156 2020Q3: Δ+3 · h=159 2020Q4: Δ+29 · h=188 2021Q1: Δ+20 · h=208 2021Q2: Δ+22 · h=230 2021Q3: Δ+11 · h=241 2021Q4: Δ+25 · h=266 2022Q1: Δ+8 · h=274 2022Q2: Δ-20 · h=254 2022Q3: Δ-1 · h=253 2022Q4: Δ+40 · h=293 2023Q1: Δ-2 · h=291 2023Q2: Δ+11 · h=302 2023Q3: Δ+1 · h=303 2023Q4: Δ+60 · h=363 2024Q1: Δ+9 · h=372 2024Q2: Δ+20 · h=392 2024Q3: Δ+10 · h=402 2024Q4: Δ+44 · h=446 2025Q1: Δ-23 · h=423 2025Q2: Δ+2 · h=425 2025Q3: Δ+22 · h=447 2025Q4: Δ+11 · h=458 2026Q1: Δ+10 · h=468 2018Q1: holders=112 2018Q2: holders=125 2018Q3: holders=136 2018Q4: holders=145 2019Q1: holders=146 2019Q2: holders=154 2019Q3: holders=153 2019Q4: holders=177 2020Q1: holders=156 2020Q2: holders=156 2020Q3: holders=159 2020Q4: holders=188 2021Q1: holders=208 2021Q2: holders=230 2021Q3: holders=241 2021Q4: holders=266 2022Q1: holders=274 2022Q2: holders=254 2022Q3: holders=253 2022Q4: holders=293 2023Q1: holders=291 2023Q2: holders=302 2023Q3: holders=303 2023Q4: holders=363 2024Q1: holders=372 2024Q2: holders=392 2024Q3: holders=402 2024Q4: holders=446 2025Q1: holders=423 2025Q2: holders=425 2025Q3: holders=447 2025Q4: holders=458 2026Q1: holders=468 -60 -30 +0 +30 +60 100296492 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 13 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q3 Top 14%
2024Q4 Top 11%
2024Q2 Top 13%
2023Q4 Top 7%
2023Q2 Top 19%
2022Q4 Top 9%
2021Q4 Top 19%
2021Q3 Top 17%
2021Q2 Top 12%
2021Q1 Top 18%
2019Q4 Top 19%
2019Q2 Top 17%
2018Q2 Top 18%
Put holders / Call holders: 0 / 0