EWM
SMBS

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

Empirical Wealth Management’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
2025
Q4 		– Sell
-10,140
Closed -$261K – 988
2025
Q3 		$261K Buy
+10,140
New +$258K 0.01% 666

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Empirical Wealth Management's SMBS Position: Q4 2025 in Review

Empirical Wealth Management sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q4 2025, closing a stake of 10,140 shares — an estimated $261K sold.

Empirical Wealth Management first reported a position in SMBS in Q3 2025 and held it in 1 quarter. The position peaked at $261K in Q3 2025. 70 funds tracked by Wall St. Rank hold SMBS as of Q4 2025.

  • Empirical Wealth Management reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 10,140 Schwab Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $261K.
  • Empirical Wealth Management first reported a position in Schwab Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Schwab Mortgage-Backed Securities ETF position peaked at $261K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.