SFC
SMBS

SYM Financial Corp’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-1,384
Closed -$35.3K – 474
2025
Q2 		$35.3K Buy
+1,384
New +$34.8K ﹤0.01% 370

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SF
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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CFG
Chapman Financial Group Kailua, Hawaii $140M AUM 15.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SYM Financial Corp's SMBS Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2025, closing a stake of 1,384 shares — an estimated $35.3K sold.

SYM Financial Corp first reported a position in SMBS in Q2 2025 and held it in 1 quarter. The position peaked at $35.3K in Q2 2025. 54 funds tracked by Wall St. Rank hold SMBS as of Q3 2025.

  • SYM Financial Corp reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 1,384 Schwab Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $35.3K.
  • SYM Financial Corp first reported a position in Schwab Mortgage-Backed Securities ETF in Q2 2025 and held it in 1 quarter.
  • SYM Financial Corp's Schwab Mortgage-Backed Securities ETF position peaked at $35.3K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.