SMBS

Schwab Mortgage-Backed Securities ETF

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.

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: 20 (-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
1
$5.15B
2
$8.99M
3
$8.99M
4
$3.61M
5
$3.31M
6
$1.87M
7
$1.65M
8
$1.33M
9
$471K
10
$453K
11
$425K
12
$263K
13
$255K
14
$254K
15
$193K
16
$117K
17
$104K
18
$60.6K
19
$48.7K
20
$39.7K
21
$35.3K
22
$22.2K
23
$21.5K
24
$20.4K
25
$15.6K