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

GDS 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
2026 Q3	$1.21M	Buy	+50,593	New	+$1.26M	0.05%	108

Other funds holding SMBS

Schwallier Wealth Management Grand Rapids, Michigan $157M AUM 10.94% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Aspetuck Financial Management Westport, Connecticut $156M AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CFG

Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

GDS Wealth Management's SMBS Position: Q3 2026 in Review

GDS Wealth Management opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2026: 50,593 shares worth $1.21M. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

41 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

GDS Wealth Management held 50,593 shares of Schwab Mortgage-Backed Securities ETF worth $1.21M as of Q3 2026.
Schwab Mortgage-Backed Securities ETF was a new GDS Wealth Management position in Q3 2026.
Schwab Mortgage-Backed Securities ETF made up 0.05% of GDS Wealth Management's portfolio in Q3 2026, its #108 holding.
41 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.