Schwab Mortgage-Backed Securities ETF (SMBS) Institutional Ownership $25.83 +0.10 (+0.39%) As of 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)16TotalInstitutional Inflows(last 12 months)$5.18BNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$16.32M 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 CompanyDetails10/9/2025 Chapin Davis Inc.12,698$326K0.1%N/A0.006% 9/25/2025CacheTech Inc.352,798$8.99M1.7%-34.1%0.168% 9/25/2025Adams Wealth Management352,798$8.99M1.7%-28.8%0.168% 9/4/2025Osaic Holdings Inc.2,379$61K0.0%N/A0.001% 8/15/2025Chapman Financial Group LLC17,775$453K0.4%N/A0.008% 8/14/2025Jane Street Group LLC73,568$1.87M0.0%+349.1%0.035% 8/14/2025Raymond James Financial Inc.4,084$104K0.0%N/A0.002% 8/14/2025NewEdge Advisors LLC4,587$117K0.0%N/A0.002% 8/13/2025Lido Advisors LLC18,495$471K0.0%N/A0.009% 8/13/2025Northwestern Mutual Wealth Management Co.1,913$49K0.0%N/A0.001% 8/12/2025Charles Schwab Investment Management Inc.202,020,489$5.15B0.9%N/A97.172% 8/12/2025JPMorgan Chase & Co.141,868$3.61M0.0%N/A0.068% 8/1/2025SYM FINANCIAL Corp1,384$35K0.0%N/A0.001% 7/24/2025Copperwynd Financial LLC9,997$255K0.1%N/A0.005% 7/14/2025Hoey 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, 16 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), CacheTech Inc. ($8.99M), Adams Wealth Management ($8.99M), 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 16 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 203,337,672 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), CacheTech Inc. ($182.32K), and Adams Wealth Management ($142.52K). How much institutional selling is happening at Schwab Mortgage-Backed Securities ETF? Institutional investors have sold a total of 641,010 shares in the last 24 months. This volume of shares sold represents approximately $16.32M in transactions. Related Companies LMBS Institutional Ownership SPMB Institutional Ownership JMBS 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 10/14/2025 by MarketBeat.com Staff From Our PartnersURGENT: The Market's 3 Red Flags Are FlashingHere’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...StockEarnings | SponsoredAltucher: It Looks Like My Trump prediction is coming trueNew Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Tru...Paradigm Press | SponsoredWhy Wall Street is piling into the “Debasement Trade”Wall Street is piling into what insiders are calling the “Debasement Trade” — and according to former Goldman ...Stansberry Research | SponsoredOptions Pro Reveals His #1 Retirement Income TradeIf you want a way to generate consistent market income without chasing volatile AI stocks or complex crypto tr...Base Camp Trading | SponsoredNvidia CEO shares biggest regret?Earlier this year I predicted that the only reason Elon was in Washington was to push an AI-first agenda. 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