SMBS

Schwab Mortgage-Backed Securities ETF

39 hedge funds and large institutions have $5.16B invested in Schwab Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
39
Holders Change
+34
Holders Change %
+680%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.15B 202,020,489 +202,020,489 New
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.61M 141,868 +141,868 New
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M 130,140 +35,875 +38%
Jane Street
4
Jane Street
New York
$1.87M 73,568 +57,186 +349%
Goldman Sachs
5
Goldman Sachs
New York
$1.65M 64,733 +64,733 New
OMC
6
Old Mission Capital
Illinois
$1.33M 52,297 +52,297 New
Lido Advisors
7
Lido Advisors
California
$471K 18,495 +18,495 New
CFG
8
Chapman Financial Group
Hawaii
$453K 17,775 +17,775 New
LPL Financial
9
LPL Financial
California
$425K 16,680 +16,680 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$263K 10,323 +10,323 New
CF
11
Copperwynd Financial
Arizona
$255K 9,997 +9,997 New
CA
12
CoreCap Advisors
Michigan
$254K 9,971 +9,971 New
LFG
13
Larson Financial Group
Missouri
$193K 7,585 +7,585 New
NA
14
NewEdge Advisors
Louisiana
$117K 4,587 +4,587 New
Raymond James Financial
15
Raymond James Financial
Florida
$104K 4,084 +4,084 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$48.7K 1,913 +1,913 New
HI
17
Hoey Investments
Pennsylvania
$39.7K 1,557 +1,557 New
SFC
18
SYM Financial Corp
Indiana
$35.3K 1,384 +1,384 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$22.2K 875 +875 New
MA
20
MCF Advisors
Kentucky
$21.5K 845 +845 New
HI
21
Harbour Investments
Wisconsin
$20.4K 800 +800 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$15.6K 612 +612 New
BI
23
Binnacle Investments
Iowa
$13.9K 546 +546 New
ACA
24
Aptus Capital Advisors
Alabama
$9.98K 392 +392 New
Bank of America
25
Bank of America
North Carolina
$9.2K 361 +361 New