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Avidian Wealth Enterprises’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Avidian Wealth Enterprises’s Portfolio SMBS Stock Details SMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$416K Buy
+17,345
New +$432K 0.01% 528

Other funds holding SMBS

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's SMBS Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2026: 17,345 shares worth $416K. The stake represents 0.01% of the portfolio and ranks #528 among its holdings.

4 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

  • Avidian Wealth Enterprises held 17,345 shares of Schwab Mortgage-Backed Securities ETF worth $416K as of Q3 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Avidian Wealth Enterprises position in Q3 2026.
  • Schwab Mortgage-Backed Securities ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #528 holding.
  • 4 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.