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Schwab Mortgage-Backed Securities ETF (SMBS) Institutional Ownership

$24.87 -0.20 (-0.80%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$26.55M
Number of
Institutional Sellers
(last 12 months)
0
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Schwab Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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, the following institutional investors and hedge funds held shares of Schwab Mortgage-Backed Securities ETF shares: Adams Wealth Management ($12.61M), and CacheTech Inc. ($12.61M), Townsquare Capital LLC ($326K).Learn more on SMBS's institutional investors.

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

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

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

Institutional investors have bought a total of 1,043,260 shares in the last 24 months. This purchase volume represents approximately $26.55M in transactions.



This page (NYSEARCA:SMBS) was last updated on 5/14/2025 by MarketBeat.com Staff
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