SMBS
Schwab Mortgage-Backed Securities ETFSMBS
SMBS
0
Funds holding %
of 7,302 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
400% more funds holding
Funds holding: 1 [Q4 2024] → 5 (+4) [Q1 2025]
242% more capital invested
Capital invested by funds: $8.29M [Q4 2024] → $28.4M (+$20.1M) [Q1 2025]
38.32% more ownership
Funds ownership: 16.63% [Q4 2024] → 54.95% (+38.32%) [Q1 2025]
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Research analyst outlook
We haven’t received any recent analyst ratings for SMBS.
Financial journalist opinion
Neutral
Business Wire
7 months ago
The Schwab Mortgage-Backed Securities ETF (SMBS) Starts Trading
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, announced the Schwab Mortgage-Backed Securities ETF (NYSE Arca: SMBS) began trading today. With an expense ratio of 0.03%, the Schwab Mortgage-Backed Securities ETF is priced in line with the lowest-priced peer ETFs based on the U.S. Mortgage Lipper category1. The ETF provides access to investment-grade mortgage-backed securities issued and/or guaranteed by U.S. government age.
Neutral
Business Wire
7 months ago
Schwab Asset Management to Launch the Schwab Mortgage-Backed Securities ETF
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab Mortgage-Backed Securities ETF (NYSE Arca: SMBS). The first day of trading is expected to be on or about November 19. With an expense ratio of 0.03%, the Schwab Mortgage-Backed Securities ETF is priced in line with the lowest-priced peer ETFs based on the U.S. Mortgage Lipper category1. The ETF will provide simple access to investment-g.
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