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SMBSSMBS
3 quarters

Position history for FWFocus Partners Wealth's holdings in SCHWAB MBS ETF

Focus Partners Wealth holds 17,855 shares of SMBS (SCHWAB MBS ETF), worth $453,882 as of 2026-Q2. The position was increased (+99.8% shares). SMBS represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$453,882

Current Shares

17,855

Total Value Change

+$178,003

Total Shares Change

+7,110

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,855
+99.8%
$453,8820.0%$25.31
39
2026-Q1
Decreased
8,934
-16.9%
$228,2660.0%$25.12
0
2025-Q4
New
10,745
-
$275,8790.0%$25.03
32

Other major holders of SMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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