SMBS
Schwab Mortgage-Backed Securities ETF
SMBS
SMBS
77 hedge funds and large institutions have $6.07B invested in Schwab Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
6% more capital invested
Capital invested by funds: $5.75B → $6.07B (+$321M)
1.04% less ownership
Funds ownership: 98.28% → 97.24% (-1%)
Holders
77
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$312M | |
| 2 | +$15.9M | |
| 3 | +$8.41M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.7M |
| 5 |
SWM
Schwallier Wealth Management
Grand Rapids,
Michigan
|
+$4.54M |
Top Sellers
| 1 | -$755K | |
| 2 | -$372K | |
| 3 | -$231K | |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$183K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$179K |
