SMBS

Schwab Mortgage-Backed Securities ETF
SMBS

Overview Fund Activity

40 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 38 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+35
Holders Change %
+700%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.15B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.61M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.65M
4
Jane Street
4
Jane Street
New York
$1.87M
5
OMC
5
Old Mission Capital
Illinois
$1.33M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$5.3K +$5.3K +208 New
Morgan Stanley
27
Morgan Stanley
New York
$5.07K +$5.07K +199 New
MWA
28
Moser Wealth Advisors
Washington
$4.59K +$4.59K +180 New
FFA
29
Farther Finance Advisors
California
$3.8K +$3.8K +149 New
Wells Fargo
30
Wells Fargo
California
$2.96K +$2.96K +116 New
FMP
31
Financial Management Professionals
Texas
$2.93K +$2.93K +115 New
US Bancorp
32
US Bancorp
Minnesota
$2.65K +$2.65K +104 New
HWP
33
Highline Wealth Partners
California
$2.19K +$2.19K +86 New
NP
34
NorthRock Partners
Minnesota
$1.63K +$1.63K +64 New
BBHC
35
Brown Brothers Harriman & Co
New York
$1.2K +$1.2K +47 New
Osaic Holdings
36
Osaic Holdings
Arizona
$968 +$968 +38 New
MJRIC
37
Mogy Joel R Investment Counsel
California
$866 +$866 +34 New
CTC
38
Central Trust Company
Missouri
$714 +$714 +28 New
HNB
39
Huntington National Bank
Ohio
$560 – – –
PA
40
Parallel Advisors
California
$306 +$306 +12 New
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$204 +$204 +8 New
TC
42
TownSquare Capital
Utah
– -$326K -12,826 Closed
1
2