Schwab Mortgage-Backed Securities ETF (SMBS) Institutional Ownership $25.27 -0.05 (-0.20%) As of 08/8/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Schwab Mortgage-Backed Securities ETF (NYSEARCA:SMBS)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$26.88MNumber 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. Email Address 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 CompanyDetails8/1/2025 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, 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), Townsquare Capital LLC ($326K), Copperwynd Financial LLC ($255K), and Hoey Investments Inc. ($40K), and SYM FINANCIAL Corp ($35K).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), Copperwynd Financial LLC ($10.00K), Hoey Investments Inc. ($1.56K), and SYM FINANCIAL Corp ($1.38K). How much institutional buying is happening at Schwab Mortgage-Backed Securities ETF? Institutional investors have bought a total of 1,056,198 shares in the last 24 months. This purchase volume represents approximately $26.88M 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 8/10/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... 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