Mercer Global Advisors
SMBS

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

Mercer Global 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
2026
Q2 		$960K Sell
37,752
-29,577
-44% -$752K ﹤0.01% 1774
2026
Q1 		$1.72M Buy
67,329
+45,330
+206% +$1.17M ﹤0.01% 1265
2025
Q4 		$565K Sell
21,999
-1,581
-7% -$40.7K ﹤0.01% 1784
2025
Q3 		$606K Buy
+23,580
New +$599K ﹤0.01% 1646

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

Mercer Global Advisors's SMBS Position: Q2 2026 in Review

Mercer Global Advisors reduced its Schwab Mortgage-Backed Securities ETF (SMBS) stake by 44% in Q2 2026, selling an estimated $752K and leaving 37,752 shares worth $960K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Mercer Global Advisors first reported a position in SMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q1 2026. 81 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Mercer Global Advisors held 37,752 shares of Schwab Mortgage-Backed Securities ETF worth $960K as of Q2 2026.
  • Mercer Global Advisors sold 29,577 Schwab Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $752K.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1774 holding.
  • Mercer Global Advisors first reported a position in Schwab Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Schwab Mortgage-Backed Securities ETF position peaked at $1.72M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.