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SMBSSMBS
5 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SCHWAB MBS ETF

LPL Financial LLC holds 40,892 shares of SMBS (SCHWAB MBS ETF), worth $1M as of 2026-Q2. The position was decreased (-13.9% shares). SMBS represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1M

Current Shares

40,892

Total Value Change

+$614,635

Total Shares Change

+24,212

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,892
-13.9%
$1M0.0%$25.31
0
2026-Q1
Increased
47,491
+61.9%
$1.2M0.0%$25.12
37
2025-Q4
Increased
29,327
+20.1%
$752,9710.0%$25.03
29
2025-Q3
Increased
24,423
+46.4%
$627,9150.0%$24.65
33
2025-Q2
New
16,680
-
$424,8400.0%$24.10
33

Other major holders of SMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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