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Schwab Mortgage-Backed Securities ETF (SMBS) Institutional Ownership

$25.15 +0.03 (+0.12%)
As of 07/18/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$26.59M
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
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, the following institutional investors and hedge funds held shares of Schwab Mortgage-Backed Securities ETF shares: Adams Wealth Management ($12.61M), CacheTech Inc. ($12.61M), Jane Street Group LLC ($417K), and Townsquare Capital LLC ($326K), Hoey Investments Inc. ($40K).Learn more on Schwab Mortgage-Backed Securities ETF's institutional investors.

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

The following institutional investors have purchased Schwab Mortgage-Backed Securities ETF's stock in the last 24 months: CacheTech Inc. ($535.12K), Adams Wealth Management ($495.32K), Townsquare Capital LLC ($12.83K), and Hoey Investments Inc. ($1.56K).

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

Institutional investors have bought a total of 1,044,817 shares in the last 24 months. This purchase volume represents approximately $26.59M 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 7/21/2025 by MarketBeat.com Staff
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