Northwestern Mutual Wealth Management
SMBS

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

Northwestern Mutual 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 		$114K Buy
4,497
+3,186
+243% +$81.1K ﹤0.01% 2221
2026
Q1 		$33.5K Sell
1,311
-5,157
-80% -$133K ﹤0.01% 2595
2025
Q4 		$166K Buy
6,468
+4,872
+305% +$125K ﹤0.01% 1949
2025
Q3 		$41K Sell
1,596
-317
-17% -$8.05K ﹤0.01% 2401
2025
Q2 		$48.7K Buy
+1,913
New +$48.1K ﹤0.01% 2267

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Aspetuck Financial Management Westport, Connecticut $170M AUM 37.51% 1-Year Est. Return
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

Northwestern Mutual Wealth Management's SMBS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Schwab Mortgage-Backed Securities ETF (SMBS) stake by 243% in Q2 2026, buying an estimated $81.1K and bringing the position to 4,497 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Northwestern Mutual Wealth Management first reported a position in SMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $166K in Q4 2025. 74 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 4,497 shares of Schwab Mortgage-Backed Securities ETF worth $114K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 3,186 Schwab Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $81.1K.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2221 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • Northwestern Mutual Wealth Management's Schwab Mortgage-Backed Securities ETF position peaked at $166K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.