Schwab Mortgage-Backed Securities ETF (SMBS) Institutional Ownership $25.73 +0.06 (+0.23%) As of 09/23/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Schwab Mortgage-Backed Securities ETF (NYSEARCA:SMBS)Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$5.18BNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$8.05M Get SMBS Insider Trade Alerts Want to know when executives and insiders are buying or selling Schwab Mortgage-Backed Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data SMBS Institutional Buying and Selling by Quarter Schwab Mortgage-Backed Securities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025 Osaic Holdings Inc.2,379$61K0.0%N/A0.001% 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% 5/19/2025Jane 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% 5/12/2025Townsquare 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, 15 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 15 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 203,324,974 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. Related Companies LMBS Institutional Ownership JMBS Institutional Ownership SPMB Institutional Ownership MTBA Institutional Ownership GNMA Institutional Ownership OWNS Institutional Ownership MBSD Institutional Ownership MTGP Institutional Ownership VMBS Institutional Ownership MBB Institutional Ownership This page (NYSEARCA:SMBS) was last updated on 9/24/2025 by MarketBeat.com Staff From Our PartnersWarren Buffett’s #1 AI Stock: Not Mag 7, And NOT on the NasdaqNew Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...Altimetry | SponsoredWhy More Investors Are Using Family Trusts to Protect Their WealthFor many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...SmartAsset | SponsoredWhat The Silver Boom Could Mean For You…AI, electric vehicles, and even global central banks are quietly fueling record demand for silver. 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