JFGIW
SMBS

Johnson Financial Group Inc (Wisconsin)’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q3 		– Sell
-8
Closed -$204 – 1103
2025
Q2 		$204 Buy
+8
New +$201 ﹤0.01% 703

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Johnson Financial Group Inc (Wisconsin)'s SMBS Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2025, closing a stake of 8 shares — an estimated $204 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SMBS in Q2 2025 and held it in 1 quarter. The position peaked at $204 in Q2 2025. 54 funds tracked by Wall St. Rank hold SMBS as of Q3 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 8 Schwab Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $204.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab Mortgage-Backed Securities ETF position peaked at $204 in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.