SPIA
SMBS

Steward Partners Investment Advisory’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Steward Partners Investment Advisory’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 		$44.1K Buy
+1,736
New +$44.2K ﹤0.01% 3017

Other funds holding SMBS

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
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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $150M AUM 21.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Steward Partners Investment Advisory's SMBS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026: 1,736 shares worth $44.1K. The stake represents ﹤0.01% of the portfolio and ranks #3017 among its holdings.

62 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Steward Partners Investment Advisory held 1,736 shares of Schwab Mortgage-Backed Securities ETF worth $44.1K as of Q2 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3017 holding.
  • 62 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.