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Schwab Mortgage-Backed Securities ETF (SMBS) Institutional Ownership

$25.50 0.00 (0.00%)
As of 08/29/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Schwab Mortgage-Backed Securities ETF (NYSEARCA:SMBS)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.18B
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$8.05M
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SMBS Institutional Buying and Selling by Quarter

Schwab Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Chapman Financial Group LLC17,775$453K0.4%N/A0.008%
8/14/2025 Jane Street Group LLC73,568$1.87M0.0%+349.1%0.035%
8/14/2025 Raymond James Financial Inc.4,084$104K0.0%N/A0.002%
8/14/2025 NewEdge Advisors LLC4,587$117K0.0%N/A0.002%
8/13/2025 Lido Advisors LLC18,495$471K0.0%N/A0.009%
8/13/2025 Northwestern Mutual Wealth Management Co.1,913$49K0.0%N/A0.001%
8/12/2025 Charles Schwab Investment Management Inc.202,020,489$5.15B0.9%N/A97.172%
8/12/2025 JPMorgan Chase & Co.141,868$3.61M0.0%N/A0.068%
8/1/2025 SYM FINANCIAL Corp1,384$35K0.0%N/A0.001%
7/24/2025 Copperwynd Financial LLC9,997$255K0.1%N/A0.005%
7/14/2025 Hoey Investments Inc.1,557$40K0.0%N/A0.001%
5/19/2025 Jane Street Group LLC16,382$417K0.0%-95.1%0.008%
5/13/2025CacheTech Inc.535,119$12.61M2.4%N/A25.482%
5/13/2025Adams Wealth Management495,315$12.61M2.5%N/A23.586%
5/12/2025 Townsquare Capital LLC12,826$326K0.0%N/A0.611%
(Data available from 1/1/2016 forward)

SMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBS shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Schwab Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($5.15B), Adams Wealth Management ($12.61M), CacheTech Inc. ($12.61M), JPMorgan Chase & Co. ($3.61M), Jane Street Group LLC ($1.87M), Lido Advisors LLC ($471K), and Chapman Financial Group LLC ($453K).Learn more on Schwab Mortgage-Backed Securities ETF's institutional investors.

Which institutional investors have been buying Schwab Mortgage-Backed Securities ETF's stock?

Of the 14 institutional investors that purchased Schwab Mortgage-Backed Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($202.02M), CacheTech Inc. ($535.12K), Adams Wealth Management ($495.32K), JPMorgan Chase & Co. ($141.87K), Jane Street Group LLC ($57.19K), Lido Advisors LLC ($18.50K), and Chapman Financial Group LLC ($17.78K).

How much institutional buying is happening at Schwab Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 203,322,595 shares in the last 24 months. This purchase volume represents approximately $5.18B in transactions.

Which of Schwab Mortgage-Backed Securities ETF's major shareholders have been selling company stock?

The following institutional investors have sold Schwab Mortgage-Backed Securities ETF stock in the last 24 months: Jane Street Group LLC ($316.17K).

How much institutional selling is happening at Schwab Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 316,172 shares in the last 24 months. This volume of shares sold represents approximately $8.05M in transactions.



This page (NYSEARCA:SMBS) was last updated on 9/1/2025 by MarketBeat.com Staff
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