Lido Advisors
SMBS

Lido Advisors’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Lido Advisors’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
-18,495
Closed -$471K – 1911
2025
Q2 		$471K Buy
+18,495
New +$465K ﹤0.01% 1127

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Lido Advisors's SMBS Position: Q3 2025 in Review

Lido Advisors sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2025, closing a stake of 18,495 shares — an estimated $471K sold.

Lido Advisors first reported a position in SMBS in Q2 2025 and held it in 1 quarter. The position peaked at $471K in Q2 2025. 54 funds tracked by Wall St. Rank hold SMBS as of Q3 2025.

  • Lido Advisors reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 18,495 Schwab Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $471K.
  • Lido Advisors first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and held it in 1 quarter.
  • Lido Advisors's Schwab Mortgage-Backed Securities ETF position peaked at $471K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.