HCWM
SMBS

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

Hidden Cove 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
Q1 		– Sell
-14,501
Closed -$372K – 126
2025
Q4 		$372K Buy
+14,501
New +$373K 0.24% 58

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SWM
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SF
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Hidden Cove Wealth Management's SMBS Position: Q1 2026 in Review

Hidden Cove Wealth Management sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q1 2026, closing a stake of 14,501 shares — an estimated $372K sold.

Hidden Cove Wealth Management first reported a position in SMBS in Q4 2025 and held it in 1 quarter. The position peaked at $372K in Q4 2025. 77 funds tracked by Wall St. Rank hold SMBS as of Q1 2026.

  • Hidden Cove Wealth Management reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 14,501 Schwab Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $372K.
  • Hidden Cove Wealth Management first reported a position in Schwab Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • Hidden Cove Wealth Management's Schwab Mortgage-Backed Securities ETF position peaked at $372K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q1 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.