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
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 $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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

Mercer Global Advisors's SMBS Position: Q1 2026 in Review

Mercer Global Advisors increased its Schwab Mortgage-Backed Securities ETF (SMBS) stake by 206% in Q1 2026, buying an estimated $1.17M and bringing the position to 67,329 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Mercer Global Advisors first reported a position in SMBS in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold SMBS as of Q1 2026.

  • Mercer Global Advisors held 67,329 shares of Schwab Mortgage-Backed Securities ETF worth $1.72M as of Q1 2026.
  • Mercer Global Advisors bought 45,330 Schwab Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.17M.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1265 holding.
  • Mercer Global Advisors first reported a position in Schwab Mortgage-Backed Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.