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Farther Finance Advisors’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Farther Finance Advisors’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
Q3 		$262K Sell
10,903
-3,259
-23% -$81.1K ﹤0.01% 2083
2026
Q2 		$360K Buy
14,162
+11,056
+356% +$281K ﹤0.01% 1806
2026
Q1 		$79.1K Buy
3,106
+2,868
+1,205% +$73.8K ﹤0.01% 2672
2025
Q4 		$6.11K Sell
238
-330
-58% -$8.5K ﹤0.01% 4194
2025
Q3 		$14.6K Buy
568
+419
+281% +$10.6K ﹤0.01% 3232
2025
Q2 		$3.79K Buy
+149
New +$3.75K ﹤0.01% 3470

Other funds holding SMBS

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Farther Finance Advisors's SMBS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Schwab Mortgage-Backed Securities ETF (SMBS) stake by 23% in Q3 2026, selling an estimated $81.1K and leaving 10,903 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Farther Finance Advisors first reported a position in SMBS in Q2 2025 and has held it in 6 quarters since. The position peaked at $360K in Q2 2026. 4 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

  • Farther Finance Advisors held 10,903 shares of Schwab Mortgage-Backed Securities ETF worth $262K as of Q3 2026.
  • Farther Finance Advisors sold 3,259 Schwab Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $81.1K.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2083 holding.
  • Farther Finance Advisors first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Schwab Mortgage-Backed Securities ETF position peaked at $360K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.