Schwab Mortgage-Backed Securities ETF
SMBS
54 hedge funds and large institutions have $5.46B invested in Schwab Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
32% more funds holding
Funds holding: 41 → 54 (+13)
5% more capital invested
Capital invested by funds: $5.18B → $5.46B (+$278M)
0.11% less ownership
Funds ownership: 99.56% → 99.45% (-0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$230M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$2.7M |
| 3 |
CI
CacheTech Inc
Logan,
Utah
|
+$682K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$599K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.61M |
| 2 |
Jane Street
New York
|
-$1.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.39M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.33M |
| 5 |
Goldman Sachs
New York
|
-$769K |
SMBS Hedge Fund Activity: Q3 2025 in Review
54 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Mortgage-Backed Securities ETF (SMBS) for Q3 2025, worth a combined $5.46B — up 5.4% from $5.18B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SMBS positions and 12 closed out — a net gain of 15 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Charles Schwab, adding an estimated $230M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.61M sold.
- 54 institutional investors held Schwab Mortgage-Backed Securities ETF (SMBS) as of Q3 2025, up from 41 in Q2 2025.
- Funds reported $5.46B of Schwab Mortgage-Backed Securities ETF stock for Q3 2025, up 5.4% quarter-over-quarter.
- 27 funds opened new Schwab Mortgage-Backed Securities ETF positions in Q3 2025 and 12 closed out, a net change of +15 holders.
- The largest Schwab Mortgage-Backed Securities ETF buyer in Q3 2025 was Charles Schwab, an estimated $230M added.
- The largest Schwab Mortgage-Backed Securities ETF seller in Q3 2025 was JP Morgan Chase, an estimated $3.61M sold.
Based on aggregated 13F filings for Q3 2025.