HWP
SMBS

Highline Wealth Partners’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Highline Wealth 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 		– Sell
-86
Closed -$2.21K – 1175
2025
Q3 		$2.21K Hold
86
– – ﹤0.01% 832
2025
Q2 		$2.19K Buy
+86
New +$2.16K ﹤0.01% 625

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AWM
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SF
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
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

Highline Wealth Partners's SMBS Position: Q4 2025 in Review

Highline Wealth Partners sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q4 2025, closing a stake of 86 shares — an estimated $2.21K sold.

Highline Wealth Partners first reported a position in SMBS in Q2 2025 and held it in 2 quarters. The position peaked at $2.21K in Q3 2025. 70 funds tracked by Wall St. Rank hold SMBS as of Q4 2025.

  • Highline Wealth Partners reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 86 Schwab Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $2.21K.
  • Highline Wealth Partners first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and held it in 2 quarters.
  • Highline Wealth Partners's Schwab Mortgage-Backed Securities ETF position peaked at $2.21K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.