Smartleaf Asset Management
SMBS icon

Smartleaf Asset Management’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Smartleaf Asset 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 		$841 Buy
+35
New +$871 ﹤0.01% 3247
2026
Q1 		– Sell
-93
Closed -$2.4K – 3668
2025
Q4 		$2.4K Buy
+93
New +$2.39K ﹤0.01% 2934

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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Aspetuck Financial Management
Aspetuck Financial Management Westport, Connecticut $156M AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Smartleaf Asset Management's SMBS Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2026: 35 shares worth $841. The stake represents ﹤0.01% of the portfolio and ranks #3247 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in SMBS as recently as Q4 2025.

Smartleaf Asset Management first reported a position in SMBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.4K in Q4 2025. 50 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

  • Smartleaf Asset Management held 35 shares of Schwab Mortgage-Backed Securities ETF worth $841 as of Q3 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Smartleaf Asset Management position in Q3 2026.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3247 holding.
  • Smartleaf Asset Management first reported a position in Schwab Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Schwab Mortgage-Backed Securities ETF position peaked at $2.4K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.