PSB
SMBS

Piscataqua Savings Bank’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Piscataqua Savings Bank’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 		$133K Hold
5,234
– – 0.09% 127
2026
Q1 		$134K Hold
5,234
– – 0.09% 138
2025
Q4 		$134K Buy
+5,234
New +$135K 0.09% 137

Other funds holding SMBS

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CW
CrossGen Wealth Greenville, North Carolina $129M AUM
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Piscataqua Savings Bank's SMBS Position: Q2 2026 in Review

Piscataqua Savings Bank held its Schwab Mortgage-Backed Securities ETF (SMBS) position steady in Q2 2026 at 5,234 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #127.

Piscataqua Savings Bank first reported a position in SMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $134K in Q4 2025. 14 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Piscataqua Savings Bank held 5,234 shares of Schwab Mortgage-Backed Securities ETF worth $133K as of Q2 2026.
  • Piscataqua Savings Bank left its Schwab Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Schwab Mortgage-Backed Securities ETF made up 0.09% of Piscataqua Savings Bank's portfolio in Q2 2026, its #127 holding.
  • Piscataqua Savings Bank first reported a position in Schwab Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Piscataqua Savings Bank's Schwab Mortgage-Backed Securities ETF position peaked at $134K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Piscataqua Savings Bank's 13F filing for Q2 2026, filed 9 Jul 2026.