MWM
SMBS

Mosley Wealth Management’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Mosley Wealth Management’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 		$24.5K Buy
+964
New +$24.5K 0.01% 311

Other funds holding SMBS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $150M AUM 21.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Mosley Wealth Management's SMBS Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026: 964 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

28 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Mosley Wealth Management held 964 shares of Schwab Mortgage-Backed Securities ETF worth $24.5K as of Q2 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Mosley Wealth Management position in Q2 2026.
  • Schwab Mortgage-Backed Securities ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #311 holding.
  • 28 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.