SMBS

Schwab Mortgage-Backed Securities ETF
SMBS

Overview Fund Activity

40 hedge funds and large institutions have $5.16B invested in Schwab Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+35
Holders Change %
+700%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.15B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.61M
3
Goldman Sachs
Goldman Sachs
New York
$1.65M
4
Jane Street
Jane Street
New York
$1.87M
5
OMC
Old Mission Capital
Illinois
$1.33M

Top Sellers

1
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.15B +$5.15B +202,020,489 New
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.61M +$3.61M +141,868 New
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M +$914K +35,875 +38%
Jane Street
4
Jane Street
New York
$1.87M +$1.46M +57,186 +349%
Goldman Sachs
5
Goldman Sachs
New York
$1.65M +$1.65M +64,733 New
OMC
6
Old Mission Capital
Illinois
$1.33M +$1.33M +52,297 New
Lido Advisors
7
Lido Advisors
California
$471K +$471K +18,495 New
CFG
8
Chapman Financial Group
Hawaii
$453K +$453K +17,775 New
LPL Financial
9
LPL Financial
California
$425K +$425K +16,680 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$263K +$263K +10,323 New
CF
11
Copperwynd Financial
Arizona
$255K +$255K +9,997 New
CA
12
CoreCap Advisors
Michigan
$254K +$254K +9,971 New
LFG
13
Larson Financial Group
Missouri
$193K +$193K +7,585 New
NA
14
NewEdge Advisors
Louisiana
$117K +$117K +4,587 New
Raymond James Financial
15
Raymond James Financial
Florida
$104K +$104K +4,084 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$48.7K +$48.7K +1,913 New
HI
17
Hoey Investments
Pennsylvania
$39.7K +$39.7K +1,557 New
SFC
18
SYM Financial Corp
Indiana
$35.3K +$35.3K +1,384 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$22.2K +$22.2K +875 New
MA
20
MCF Advisors
Kentucky
$21.5K +$21.5K +845 New
HI
21
Harbour Investments
Wisconsin
$20.4K +$20.4K +800 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$15.6K +$15.6K +612 New
BI
23
Binnacle Investments
Iowa
$13.9K +$13.9K +546 New
ACA
24
Aptus Capital Advisors
Alabama
$9.98K +$9.98K +392 New
Bank of America
25
Bank of America
North Carolina
$9.2K +$9.2K +361 New
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