Brighton Jones LLC’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Brighton Jones LLC’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	$384K	Buy	+15,125	New	+$385K	0.01%	926

Other funds holding SMBS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

SWM

Schwallier Wealth Management Grand Rapids, Michigan $158M AUM 16.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Brighton Jones LLC's SMBS Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026: 15,125 shares worth $384K. The stake represents 0.01% of the portfolio and ranks #926 among its holdings.

81 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

Brighton Jones LLC held 15,125 shares of Schwab Mortgage-Backed Securities ETF worth $384K as of Q2 2026.
Schwab Mortgage-Backed Securities ETF was a new Brighton Jones LLC position in Q2 2026.
Schwab Mortgage-Backed Securities ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #926 holding.
81 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.