Root Financial Partners
SMBS icon

Root Financial Partners’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Root Financial Partners’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 		$23.2K Buy
+965
New +$24K ﹤0.01% 1474
2026
Q2 		– Sell
-524
Closed -$13.4K – 3381
2026
Q1 		$13.4K Sell
524
-334
-39% -$8.6K ﹤0.01% 1546
2025
Q4 		$22K Buy
858
+401
+88% +$10.3K ﹤0.01% 1139
2025
Q3 		$11.7K Buy
+457
New +$11.6K ﹤0.01% 1384

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Root Financial Partners's SMBS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2026: 965 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #1474 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMBS as recently as Q1 2026.

Root Financial Partners first reported a position in SMBS in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

  • Root Financial Partners held 965 shares of Schwab Mortgage-Backed Securities ETF worth $23.2K as of Q3 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1474 holding.
  • Root Financial Partners first reported a position in Schwab Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.