CW
SMBS

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

CrossGen Wealth’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 		$12.9K Buy
+507
New +$12.9K 0.01% 147

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

CrossGen Wealth's SMBS Position: Q2 2026 in Review

CrossGen Wealth opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026: 507 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings.

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

  • CrossGen Wealth held 507 shares of Schwab Mortgage-Backed Securities ETF worth $12.9K as of Q2 2026.
  • Schwab Mortgage-Backed Securities ETF was a new CrossGen Wealth position in Q2 2026.
  • Schwab Mortgage-Backed Securities ETF made up 0.01% of CrossGen Wealth's portfolio in Q2 2026, its #147 holding.
  • 14 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.