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
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

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

Larson Financial Group's SMBS Position: Q4 2025 in Review

Larson Financial Group sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q4 2025, closing a stake of 1,402 shares — an estimated $36K sold.

Larson Financial Group first reported a position in SMBS in Q2 2025 and held it in 2 quarters. The position peaked at $193K in Q2 2025. 70 funds tracked by Wall St. Rank hold SMBS as of Q4 2025.

  • Larson Financial Group reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,402 Schwab Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $36K.
  • Larson Financial Group first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's Schwab Mortgage-Backed Securities ETF position peaked at $193K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.