SMBS

Schwab Mortgage-Backed Securities ETF
SMBS

41 hedge funds and large institutions have $5.18B 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, 2 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
41
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$5.08B
2
+$3.57M
3
+$1.63M
4
Jane Street
Jane Street
New York
+$1.44M
5
OMC
Old Mission Capital
Illinois
+$1.32M

Top Sellers

1
-$4.59M
2
-$3.58M
3
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$13.9K
27
$9.98K
28
$9.2K
29
$5.3K
30
$5.07K
31
$4.58K
32
$3.79K
33
$2.96K
34
$2.93K
35
$2.65K
36
$2.19K
37
$1.2K
38
$866
39
$714
40
$560
41
$306
42
$204
43
–
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