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Schwab Mortgage-Backed Securities ETF (SMBS) Institutional Ownership

Schwab Mortgage-Backed Securities ETF logo
$25.10 -0.01 (-0.04%)
As of 10:01 AM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Mortgage-Backed Securities ETF (NYSEARCA:SMBS)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$310.69M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$10.76M
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SMBS Institutional Buying and Selling by Quarter

Schwab Mortgage-Backed Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC3,139$80K0.0%-87.7%0.001%
5/19/2026Bank of America Corp DE25,872$661K0.0%+1,293,500.0%0.010%
5/13/2026 Cetera Investment Advisers13,600$347K0.0%+7.2%0.005%
5/12/2026 CacheTech Inc.386,649$9.88M1.9%-0.9%0.156%
5/5/2026Schwallier Wealth Management LLC176,192$4.50M3.3%N/A0.071%
5/1/2026 Simplicity Wealth LLC10,747$275K0.0%N/A0.004%
4/27/2026 Lodestar Private Asset Management LLC8,000$204K0.0%N/A0.003%
3/17/2026Rockefeller Capital Management L.P.2,796$72K0.0%+727.2%0.001%
2/18/2026 Mercer Global Advisors Inc. ADV21,999$565K0.0%-6.7%0.009%
2/18/2026 CacheTech Inc.390,201$10.02M1.9%+2.8%0.166%
2/18/2026 Adams Wealth Management354,800$9.11M1.9%+0.6%0.151%
2/17/2026 Cetera Investment Advisers12,687$326K0.0%N/A0.005%
2/17/2026Osaic Holdings Inc.7,281$187K0.0%+50.3%0.003%
2/17/2026 Howe & Rusling Inc.3,080$79K0.0%+203.7%0.001%
2/16/2026Mariner LLC29,388$755K0.0%+69.6%0.013%
2/13/2026Charles Schwab Investment Management Inc.222,649,093$5.72B0.9%+5.5%94.825%
2/13/2026Wells Fargo & Company MN1,736$45K0.0%+451.1%0.001%
2/13/2026 Summit Financial LLC106,922$2.75M0.0%+0.6%0.046%
2/12/2026Jane Street Group LLC48,742$1.25M0.0%+202.9%0.021%
2/12/2026HRT Financial LP8,696$223K0.0%N/A0.004%
2/11/2026 LPL Financial LLC29,327$753K0.0%+20.1%0.012%
2/10/2026 Private Wealth Asset Management LLC3,533$91K0.0%N/A0.002%
2/10/2026 Northwestern Mutual Wealth Management Co.6,468$166K0.0%+305.3%0.003%
2/6/2026 Global Retirement Partners LLC3,347$86K0.0%N/A0.001%
2/6/2026 IFP Advisors Inc8,313$213K0.0%N/A0.004%
2/6/2026 PNC Financial Services Group Inc.7,220$185K0.0%+80.0%0.003%
2/5/2026 Allworth Financial LP2,268$58K0.0%+4,100.0%0.001%
2/2/2026 Hidden Cove Wealth Management LLC14,501$372K0.2%N/A0.006%
2/2/2026 Chapman Financial Group LLC25,281$649K0.4%+4.8%0.011%
2/2/2026 Fifth Third Bancorp2,064$53K0.0%N/A0.001%
1/27/2026 WealthCollab LLC3,235$83K0.0%N/A0.001%
1/26/2026CWM LLC6,560$168K0.0%+3,213.1%0.003%
1/16/2026 Piscataqua Savings Bank5,234$134K0.1%N/A0.002%
1/13/2026 CoreCap Advisors LLC1,559$40K0.0%-46.7%0.001%
12/23/2025 Triumph Capital Management1,218$31K0.0%N/A0.001%
11/17/2025 Triumph Capital Management1,218$31K0.0%N/A0.001%
11/17/2025 CacheTech Inc.379,625$9.76M2.0%+7.6%0.173%
11/17/2025Susquehanna International Group LLP18,919$486K0.0%+83.3%0.009%
11/17/2025Mariner LLC17,323$445K0.0%N/A0.008%
11/17/2025 Mercer Global Advisors Inc. ADV23,580$606K0.0%N/A0.011%
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11/17/2025Larson Financial Group LLC1,402$36K0.0%-81.5%0.001%
11/17/2025Citadel Advisors LLC75,313$1.94M0.0%-42.1%0.034%
11/17/2025Bank of America Corp DE1,706$44K0.0%+372.6%0.001%
11/12/2025 Chapman Financial Group LLC24,133$620K0.4%+35.8%0.011%
11/12/2025 Aptus Capital Advisors LLC1,040$27K0.0%+165.3%0.000%
11/10/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,140$261K0.0%N/A0.005%
11/7/2025 PNC Financial Services Group Inc.4,011$103K0.0%+555.4%0.002%
11/5/2025 Howe & Rusling Inc.1,014$26K0.0%N/A0.000%
10/28/2025 Orin Green Financial LLC11,352$292K0.1%N/A0.005%
10/22/2025 CoreCap Advisors LLC2,924$75K0.0%-70.7%0.001%
10/16/2025 PFS Partners LLC2,688$69K0.0%N/A0.001%
10/16/2025 John W. Brooker & Co. CPAs8,748$225K0.5%N/A0.004%
10/9/2025 Chapin Davis Inc.12,698$326K0.1%N/A0.006%
9/25/2025 CacheTech Inc.352,798$8.99M1.7%-34.1%0.168%
9/25/2025 Adams Wealth Management352,798$8.99M1.7%-28.8%0.168%
9/4/2025Osaic Holdings Inc.2,379$61K0.0%N/A0.001%
8/15/2025 Chapman 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%
8/14/2025 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%
8/12/2025Charles 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%
7/24/2025Copperwynd 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%


SMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Schwab Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($5.72B), CacheTech Inc. ($9.88M), Adams Wealth Management ($9.11M), Schwallier Wealth Management LLC ($4.50M), JPMorgan Chase & Co. ($3.61M), Summit Financial LLC ($2.75M), and Citadel Advisors LLC ($1.94M).Learn more on Schwab Mortgage-Backed Securities ETF's institutional investors.

Of the 46 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. ($213.59M), CacheTech Inc. ($572.52K), Adams Wealth Management ($497.54K), Schwallier Wealth Management LLC ($176.19K), JPMorgan Chase & Co. ($141.87K), Jane Street Group LLC ($89.84K), and Mariner LLC ($29.39K).

Institutional investors have bought a total of 12,104,229 shares in the last 24 months. This purchase volume represents approximately $310.69M in transactions.

The following institutional investors have sold Schwab Mortgage-Backed Securities ETF stock in the last 24 months: CacheTech Inc. ($185.87K), Adams Wealth Management ($142.52K), Citadel Advisors LLC ($54.83K), CoreCap Advisors LLC ($30.83K), Larson Financial Group LLC ($6.18K), and Mercer Global Advisors Inc. ADV ($1.58K).

Institutional investors have sold a total of 421,808 shares in the last 24 months. This volume of shares sold represents approximately $10.76M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SMBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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