13F

SCHR SCHWAB INTERMEDIATE-TERM US

2026Q1 · CUSIP 808524854

🟢 Lit · Institutions accelerating in
Holders
506
Δ holders QoQ
+23
Breadth percentile
Top 13%
Whale holders
89
Δ whales
+7
Inst. holding value
$10.2B
New positions
73
Closed positions
50
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+10 · h=136 2018Q2: Δ+1 · h=137 2018Q3: Δ+11 · h=148 2018Q4: Δ+24 · h=172 2019Q1: Δ+12 · h=184 2019Q2: Δ+17 · h=201 2019Q3: Δ+10 · h=211 2019Q4: Δ+28 · h=239 2020Q1: Δ+12 · h=251 2020Q2: Δ+3 · h=254 2020Q3: Δ+6 · h=260 2020Q4: Δ+34 · h=294 2021Q1: Δ-2 · h=292 2021Q2: Δ-7 · h=285 2021Q3: Δ+8 · h=293 2021Q4: Δ+20 · h=313 2022Q1: Δ+5 · h=318 2022Q2: Δ+2 · h=320 2022Q3: Δ+12 · h=332 2022Q4: Δ+22 · h=354 2023Q1: Δ+15 · h=369 2023Q2: Δ-11 · h=358 2023Q3: Δ+10 · h=368 2023Q4: Δ+21 · h=389 2024Q1: Δ-16 · h=373 2024Q2: Δ+14 · h=387 2024Q3: Δ-7 · h=380 2024Q4: Δ+47 · h=427 2025Q1: Δ+13 · h=440 2025Q2: Δ+22 · h=462 2025Q3: Δ+11 · h=473 2025Q4: Δ+10 · h=483 2026Q1: Δ+23 · h=506 2018Q1: holders=136 2018Q2: holders=137 2018Q3: holders=148 2018Q4: holders=172 2019Q1: holders=184 2019Q2: holders=201 2019Q3: holders=211 2019Q4: holders=239 2020Q1: holders=251 2020Q2: holders=254 2020Q3: holders=260 2020Q4: holders=294 2021Q1: holders=292 2021Q2: holders=285 2021Q3: holders=293 2021Q4: holders=313 2022Q1: holders=318 2022Q2: holders=320 2022Q3: holders=332 2022Q4: holders=354 2023Q1: holders=369 2023Q2: holders=358 2023Q3: holders=368 2023Q4: holders=389 2024Q1: holders=373 2024Q2: holders=387 2024Q3: holders=380 2024Q4: holders=427 2025Q1: holders=440 2025Q2: holders=462 2025Q3: holders=473 2025Q4: holders=483 2026Q1: holders=506 -47 -23.5 +0 +23.5 +47 122327532 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 15 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 13%
2025Q2 Top 14%
2025Q1 Top 19%
2024Q4 Top 10%
2024Q2 Top 19%
2023Q3 Top 18%
2023Q1 Top 11%
2022Q4 Top 18%
2022Q3 Top 11%
2020Q4 Top 18%
2020Q1 Top 7%
2019Q4 Top 15%
2019Q3 Top 19%
2019Q2 Top 8%
2018Q4 Top 9%
Put holders / Call holders: 0 / 0