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SCHR SCHWAB INTERMEDIATE-TERM US

2026Q1 · CUSIP 808524854 · Sector: Other

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: 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%

Options Sentiment

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

See methodology →

Get the next update

2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.