BCMIO
SMBS

Beacon Capital Management Inc (Ohio)’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q2 		– Sell
-1,121
Closed -$28.6K – 145
2026
Q1 		$28.6K Buy
+1,121
New +$28.9K ﹤0.01% 80

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Beacon Capital Management Inc (Ohio)'s SMBS Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026, closing a stake of 1,121 shares — an estimated $28.6K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SMBS in Q1 2026 and held it in 1 quarter. The position peaked at $28.6K in Q1 2026. 81 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 1,121 Schwab Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $28.6K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Schwab Mortgage-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Schwab Mortgage-Backed Securities ETF position peaked at $28.6K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.