OGF
SMBS

Orin Green Financial’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Orin Green Financial’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
2025
Q4 		– Sell
-11,352
Closed -$292K – 88
2025
Q3 		$292K Buy
+11,352
New +$288K 0.12% 66

Other funds holding SMBS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $140M AUM 15.83% 1-Year Est. Return

Orin Green Financial's SMBS Position: Q4 2025 in Review

Orin Green Financial sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q4 2025, closing a stake of 11,352 shares — an estimated $292K sold.

Orin Green Financial first reported a position in SMBS in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 70 funds tracked by Wall St. Rank hold SMBS as of Q4 2025.

  • Orin Green Financial reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Orin Green Financial sold 11,352 Schwab Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $292K.
  • Orin Green Financial first reported a position in Schwab Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Orin Green Financial's Schwab Mortgage-Backed Securities ETF position peaked at $292K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q4 2025.

Based on Orin Green Financial's 13F filing for Q4 2025, filed 6 Feb 2026.