13F

SCHD SCHWAB US DVD EQUITY ETF

2026Q1 · CUSIP 808524797 · Sector: Other

🟢 Lit · Institutions accelerating in
Holders
2,044
Δ holders QoQ
+106
Breadth percentile
Top 1%
Whale holders
144
Δ whales
+9
Inst. holding value
$24.7B
New positions
233
Closed positions
127
Price momentum (1Q)
Put / Call
8/9

Breadth history (34 quarters)

2018Q1: Δ+9 · h=406 2018Q2: Δ+11 · h=417 2018Q3: Δ+15 · h=432 2018Q4: Δ+54 · h=486 2019Q1: Δ+33 · h=519 2019Q2: Δ+1 · h=520 2019Q3: Δ+28 · h=548 2019Q4: Δ+118 · h=666 2020Q1: Δ-15 · h=651 2020Q2: Δ+2 · h=653 2020Q3: Δ+26 · h=679 2020Q4: Δ+99 · h=778 2021Q1: Δ+77 · h=855 2021Q2: Δ+56 · h=911 2021Q3: Δ+19 · h=930 2021Q4: Δ+181 · h=1111 2022Q1: Δ+66 · h=1177 2022Q2: Δ+6 · h=1183 2022Q3: Δ-21 · h=1162 2022Q4: Δ+166 · h=1328 2023Q1: Δ+17 · h=1345 2023Q2: Δ+34 · h=1379 2023Q3: Δ+8 · h=1387 2023Q4: Δ+137 · h=1524 2024Q1: Δ+39 · h=1563 2024Q2: Δ-12 · h=1551 2024Q3: Δ+77 · h=1628 2024Q4: Δ+177 · h=1805 2025Q1: Δ+1 · h=1806 2025Q2: Δ-10 · h=1796 2025Q3: Δ+9 · h=1805 2025Q4: Δ+133 · h=1938 2026Q1: Δ+106 · h=2044 2018Q1: holders=406 2018Q2: holders=417 2018Q3: holders=432 2018Q4: holders=486 2019Q1: holders=519 2019Q2: holders=520 2019Q3: holders=548 2019Q4: holders=666 2020Q1: holders=651 2020Q2: holders=653 2020Q3: holders=679 2020Q4: holders=778 2021Q1: holders=855 2021Q2: holders=911 2021Q3: holders=930 2021Q4: holders=1111 2022Q1: holders=1177 2022Q2: holders=1183 2022Q3: holders=1162 2022Q4: holders=1328 2023Q1: holders=1345 2023Q2: holders=1379 2023Q3: holders=1387 2023Q4: holders=1524 2024Q1: holders=1563 2024Q2: holders=1551 2024Q3: holders=1628 2024Q4: holders=1805 2025Q1: holders=1806 2025Q2: holders=1796 2025Q3: holders=1805 2025Q4: holders=1938 2026Q1: holders=2044 -181 -90.5 +0 +90.5 +181 36512562147 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 21 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 1%
2025Q4 Top 2%
2024Q4 Top 1%
2024Q3 Top 2%
2024Q1 Top 6%
2023Q4 Top 2%
2023Q2 Top 5%
2023Q1 Top 9%
2022Q4 Top 1%
2022Q1 Top 1%
2021Q4 Top 1%
2021Q3 Top 8%
2021Q2 Top 2%
2021Q1 Top 2%
2020Q4 Top 4%
2020Q3 Top 9%
2019Q4 Top 2%
2019Q3 Top 4%
2019Q1 Top 7%
2018Q4 Top 3%
2018Q3 Top 16%

Options Sentiment

Put holders
8
QoQ: 0
Call holders
9
QoQ: 0

See methodology →