LFG
SMBS

Larson Financial Group’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Larson Financial Group’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
Q2 		$17.4K Buy
+683
New +$17.4K ﹤0.01% 2086
2025
Q4 		– Sell
-1,402
Closed -$36K – 3708
2025
Q3 		$36K Sell
1,402
-6,183
-82% -$157K ﹤0.01% 1306
2025
Q2 		$193K Buy
+7,585
New +$191K 0.01% 664

Other funds holding SMBS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
SWM
Schwallier Wealth Management Grand Rapids, Michigan $158M AUM 16.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Larson Financial Group's SMBS Position: Q2 2026 in Review

Larson Financial Group opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026: 683 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #2086 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in SMBS as recently as Q3 2025.

Larson Financial Group first reported a position in SMBS in Q2 2025 and has held it in 3 quarters since. The position peaked at $193K in Q2 2025. 80 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Larson Financial Group held 683 shares of Schwab Mortgage-Backed Securities ETF worth $17.4K as of Q2 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Larson Financial Group position in Q2 2026.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2086 holding.
  • Larson Financial Group first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Schwab Mortgage-Backed Securities ETF position peaked at $193K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.