13F

SCHM SCHWAB US MID CAP ETF

2026Q1 · CUSIP 808524508

🟡 Cooling · Breadth rolling over
Holders
1,009
Δ holders QoQ
+15
Breadth percentile
Top 21%
Whale holders
111
Δ whales
+4
Inst. holding value
$8.6B
New positions
80
Closed positions
65
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+14 · h=387 2018Q2: Δ+29 · h=416 2018Q3: Δ+22 · h=438 2018Q4: Δ+44 · h=482 2019Q1: Δ+48 · h=530 2019Q2: Δ+11 · h=541 2019Q3: Δ+17 · h=558 2019Q4: Δ+65 · h=623 2020Q1: Δ-30 · h=593 2020Q2: Δ-10 · h=583 2020Q3: Δ+9 · h=592 2020Q4: Δ+65 · h=657 2021Q1: Δ+11 · h=668 2021Q2: Δ+27 · h=695 2021Q3: Δ-4 · h=691 2021Q4: Δ+75 · h=766 2022Q1: Δ-4 · h=762 2022Q2: Δ-27 · h=735 2022Q3: Δ-12 · h=723 2022Q4: Δ+51 · h=774 2023Q1: Δ+7 · h=781 2023Q2: Δ+4 · h=785 2023Q3: Δ-7 · h=778 2023Q4: Δ+75 · h=853 2024Q1: Δ+9 · h=862 2024Q2: Δ-3 · h=859 2024Q3: Δ+25 · h=884 2024Q4: Δ+51 · h=935 2025Q1: Δ-22 · h=913 2025Q2: Δ+32 · h=945 2025Q3: Δ-1 · h=944 2025Q4: Δ+50 · h=994 2026Q1: Δ+15 · h=1009 2018Q1: holders=387 2018Q2: holders=416 2018Q3: holders=438 2018Q4: holders=482 2019Q1: holders=530 2019Q2: holders=541 2019Q3: holders=558 2019Q4: holders=623 2020Q1: holders=593 2020Q2: holders=583 2020Q3: holders=592 2020Q4: holders=657 2021Q1: holders=668 2021Q2: holders=695 2021Q3: holders=691 2021Q4: holders=766 2022Q1: holders=762 2022Q2: holders=735 2022Q3: holders=723 2022Q4: holders=774 2023Q1: holders=781 2023Q2: holders=785 2023Q3: holders=778 2023Q4: holders=853 2024Q1: holders=862 2024Q2: holders=859 2024Q3: holders=884 2024Q4: holders=935 2025Q1: holders=913 2025Q2: holders=945 2025Q3: holders=944 2025Q4: holders=994 2026Q1: holders=1009 -75 -37.5 +0 +37.5 +75 3487041060 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 17 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 10%
2025Q2 Top 9%
2024Q4 Top 9%
2024Q3 Top 13%
2023Q4 Top 6%
2022Q4 Top 7%
2021Q4 Top 6%
2021Q2 Top 9%
2020Q4 Top 8%
2019Q4 Top 6%
2019Q3 Top 10%
2019Q2 Top 13%
2019Q1 Top 3%
2018Q4 Top 4%
2018Q3 Top 9%
2018Q2 Top 6%
2018Q1 Top 16%
Put holders / Call holders: 0 / 0