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

North Berkeley 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
Q3 		$492K Buy
+20,486
New +$510K 0.19% 48

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North Berkeley Wealth Management's SMBS Position: Q3 2026 in Review

North Berkeley Wealth Management opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2026: 20,486 shares worth $492K. The stake represents 0.19% of the portfolio and ranks #48 among its holdings.

27 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

  • North Berkeley Wealth Management held 20,486 shares of Schwab Mortgage-Backed Securities ETF worth $492K as of Q3 2026.
  • Schwab Mortgage-Backed Securities ETF was a new North Berkeley Wealth Management position in Q3 2026.
  • Schwab Mortgage-Backed Securities ETF made up 0.19% of North Berkeley Wealth Management's portfolio in Q3 2026, its #48 holding.
  • 27 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on North Berkeley Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.