Schwab Mortgage-Backed Securities ETF
SMBS
81 hedge funds and large institutions have $6.27B invested in Schwab Mortgage-Backed Securities ETF in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
5% more funds holding
Funds holding: 77 → 81 (+4)
3% more capital invested
Capital invested by funds: $6.07B → $6.27B (+$199M)
0.43% less ownership
Funds ownership: 97.24% → 96.81% (-0.43%)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$248M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.32M |
| 3 |
CI
CacheTech Inc
Logan,
Utah
|
+$1.63M |
| 4 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$883K |
| 5 |
SWM
Schwallier Wealth Management
Grand Rapids,
Michigan
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.4M |
| 2 |
Goldman Sachs
New York
|
-$6.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.11M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$752K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$652K |
SMBS Hedge Fund Activity: Q2 2026 in Review
81 institutional investors reported a position in Schwab Mortgage-Backed Securities ETF (SMBS) for Q2 2026, worth a combined $6.27B — up 3.3% from $6.07B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SMBS positions and 18 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Charles Schwab, adding an estimated $248M. The largest seller was JP Morgan Chase, cutting an estimated $13.4M.
- 81 institutional investors held Schwab Mortgage-Backed Securities ETF (SMBS) as of Q2 2026, up from 77 in Q1 2026.
- Funds reported $6.27B of Schwab Mortgage-Backed Securities ETF stock for Q2 2026, up 3.3% quarter-over-quarter.
- 24 funds opened new Schwab Mortgage-Backed Securities ETF positions in Q2 2026 and 18 closed out, a net change of +6 holders.
- The largest Schwab Mortgage-Backed Securities ETF buyer in Q2 2026 was Charles Schwab, an estimated $248M added.
- The largest Schwab Mortgage-Backed Securities ETF seller in Q2 2026 was JP Morgan Chase, an estimated $13.4M sold.
Based on aggregated 13F filings for Q2 2026.