SMBS
Schwab Mortgage-Backed Securities ETF
SMBS
SMBS
5 hedge funds and large institutions have $28.4M invested in Schwab Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
Holders
5
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$12.6M | |
| 2 | +$12.6M | |
| 3 | +$2.4M | |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$326K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
Adams Wealth Management
Logan,
Utah
| $12.6M |
|
|||
|
CI
2
CacheTech Inc
Logan,
Utah
| $12.6M |
|
|||
3
Citadel Advisors
Miami,
Florida
| $2.4M |
|
|||
4
Jane Street
New York
| $417K |
|
|||
|
TC
5
TownSquare Capital
Provo,
Utah
| $326K |
|