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SMBSSMBS
5 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in SCHWAB MBS ETF

Farther Finance Advisors, LLC holds 14,162 shares of SMBS (SCHWAB MBS ETF), worth $359,998 as of 2026-Q2. The position was increased (+356.0% shares). SMBS represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$359,998

Current Shares

14,162

Total Value Change

+$356,203

Total Shares Change

+14,013

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,162
+356.0%
$359,9980.0%$25.31
38
2026-Q1
Increased
3,106
+1205.0%
$79,1250.0%$25.12
34
2025-Q4
Decreased
238
-58.1%
$6,1110.0%$25.03
0
2025-Q3
Increased
568
+281.2%
$14,6030.0%$24.65
29
2025-Q2
New
149
-
$3,7950.0%$24.10
19

Other major holders of SMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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