Commonwealth Equity Services
SMBS

Commonwealth Equity Services’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Commonwealth Equity Services’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 		$226K Buy
+8,887
New +$226K ﹤0.01% 4033

Other funds holding SMBS

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services's SMBS Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026: 8,887 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #4033 among its holdings.

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

  • Commonwealth Equity Services held 8,887 shares of Schwab Mortgage-Backed Securities ETF worth $226K as of Q2 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Commonwealth Equity Services position in Q2 2026.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4033 holding.
  • 18 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.