13F

FNDX SCHWAB FNDMNTL US LRG CO ETF

2026Q1 · CUSIP 808524771 · Sector: Other

🟢 Lit · Institutions accelerating in
Holders
773
Δ holders QoQ
+25
Breadth percentile
Top 12%
Whale holders
110
Δ whales
+8
Inst. holding value
$18.9B
New positions
88
Closed positions
63
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+13 · h=126 2018Q2: Δ+10 · h=136 2018Q3: Δ+13 · h=149 2018Q4: Δ+14 · h=163 2019Q1: Δ+4 · h=167 2019Q2: Δ+6 · h=173 2019Q3: Δ+9 · h=182 2019Q4: Δ+38 · h=220 2020Q1: Δ-25 · h=195 2020Q2: Δ+2 · h=197 2020Q3: Δ-5 · h=192 2020Q4: Δ+27 · h=219 2021Q1: Δ+37 · h=256 2021Q2: Δ+26 · h=282 2021Q3: Δ+22 · h=304 2021Q4: Δ+59 · h=363 2022Q1: Δ+38 · h=401 2022Q2: Δ-43 · h=358 2022Q3: Δ-3 · h=355 2022Q4: Δ+31 · h=386 2023Q1: Δ-1 · h=385 2023Q2: Δ+30 · h=415 2023Q3: Δ+0 · h=415 2023Q4: Δ+66 · h=481 2024Q1: Δ+21 · h=502 2024Q2: Δ+34 · h=536 2024Q3: Δ+29 · h=565 2024Q4: Δ+62 · h=627 2025Q1: Δ+9 · h=636 2025Q2: Δ+28 · h=664 2025Q3: Δ+30 · h=694 2025Q4: Δ+54 · h=748 2026Q1: Δ+25 · h=773 2018Q1: holders=126 2018Q2: holders=136 2018Q3: holders=149 2018Q4: holders=163 2019Q1: holders=167 2019Q2: holders=173 2019Q3: holders=182 2019Q4: holders=220 2020Q1: holders=195 2020Q2: holders=197 2020Q3: holders=192 2020Q4: holders=219 2021Q1: holders=256 2021Q2: holders=282 2021Q3: holders=304 2021Q4: holders=363 2022Q1: holders=401 2022Q2: holders=358 2022Q3: holders=355 2022Q4: holders=386 2023Q1: holders=385 2023Q2: holders=415 2023Q3: holders=415 2023Q4: holders=481 2024Q1: holders=502 2024Q2: holders=536 2024Q3: holders=565 2024Q4: holders=627 2025Q1: holders=636 2025Q2: holders=664 2025Q3: holders=694 2025Q4: holders=748 2026Q1: holders=773 -66 -33 +0 +33 +66 113463812 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 20 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 12%
2025Q4 Top 9%
2025Q3 Top 10%
2025Q2 Top 11%
2024Q4 Top 7%
2024Q3 Top 10%
2024Q2 Top 6%
2024Q1 Top 14%
2023Q4 Top 7%
2023Q2 Top 6%
2022Q4 Top 13%
2022Q1 Top 3%
2021Q4 Top 8%
2021Q3 Top 7%
2021Q2 Top 10%
2021Q1 Top 7%
2019Q4 Top 11%
2018Q4 Top 16%
2018Q3 Top 18%
2018Q1 Top 17%

Options Sentiment

Put holders
0
QoQ: 0
Call holders
0
QoQ: 0

See methodology →