SMBS
Schwab Mortgage-Backed Securities ETF
SMBS
SMBS
70 hedge funds and large institutions have $5.75B invested in Schwab Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.17% less ownership
Funds ownership: 99.45% → 98.28% (-1.2%)
Holders
70
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$298M | |
| 2 | +$1.89M | |
| 3 | +$841K | |
| 4 |
HCWM
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
+$373K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$327K |
Top Sellers
| 1 | -$886K | |
| 2 | -$416K | |
| 3 | -$292K | |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$261K |
| 5 |
JWBC
John W. Brooker & Co
Oakland,
California
|
-$225K |
