Global Retirement Partners’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Global Retirement Partners’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	$85.9K	Buy	+3,347	New	+$86.2K	﹤0.01%	2000

Other funds holding SMBS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFG

Chapman Financial Group Kailua, Hawaii $140M AUM 15.83% 1-Year Est. Return

Global Retirement Partners's SMBS Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q4 2025: 3,347 shares worth $85.9K. The stake represents ﹤0.01% of the portfolio and ranks #2000 among its holdings.

70 funds tracked by Wall St. Rank hold SMBS as of Q4 2025.

Global Retirement Partners held 3,347 shares of Schwab Mortgage-Backed Securities ETF worth $85.9K as of Q4 2025.
Schwab Mortgage-Backed Securities ETF was a new Global Retirement Partners position in Q4 2025.
Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2000 holding.
70 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.