SCHWAB MORTGAGE-BACKED SECURITIES ETF

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SMBS·808524615·US·ETF

SMBS (SCHWAB MORTGAGE-BACKED SECURITIES ETF) is held by 39 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6.2B), CITADEL ADVISORS LLC ($4.1M), JPMORGAN CHASE & CO ($2.3M). Net institutional sentiment: Mixed.

39

Holders

(7 Elite)

$6.2B

Total Value

59% (39)

Consensus

23 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)60

Activist (13D/13G)50

Congressional (STOCK Act)44

Holder Quality

30

★★★★★

Elite

32

★★★★

Strong

38

★★★

Solid

76

★★

Below

65

★

Weak

Held by 39 funds

7 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SMBS.

Top Holders

Top Holders (39)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	244.5M(+4.2%)	$6.2B	0.8%	+0.75%	47
CITADEL ADVISORS LLC	Increased	161,415(+129.9%)	$4.1M	0.0%	-1.57%	43
JPMORGAN CHASE & CO	Decreased	90,825(-85.3%)	$2.3M	0.0%	-2.87%	0
GOLDMAN SACHS GROUP INC	Decreased	84,737(-74.1%)	$2.2M	0.0%	-3.33%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	73,768(-73.1%)	$1.9M	0.0%	-2.48%	0
JANE STREET GROUP, LLC	Decreased	55,592(-17.8%)	$1.4M	0.0%	-1.01%	0
LPL Financial LLC	Decreased	40,892(-13.9%)	$1M	0.0%	-0.80%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	37,752(-43.9%)	$959,656	0.0%	-2.27%	0
HRT FINANCIAL LP	Increased	26,655(+96.7%)	$677,000	0.0%	-3.12%	39
BANK OF AMERICA CORP /DE/	Increased	26,243(+1.4%)	$667,097	0.0%	-2.88%	17
Creative Planning	Decreased	25,482(-14.6%)	$647,752	0.0%	-2.74%	0
FWFocus Partners Wealth	Increased	17,855(+99.8%)	$453,882	0.0%	-3.06%	39
Cetera Investment Advisers	Increased	15,463(+13.7%)	$393,063	0.0%	-2.67%	27
Mariner, LLC	New	14,481	$368,112	0.0%	-3.60%	33
Farther Finance Advisors, LLC	Increased	14,162(+356.0%)	$359,998	0.0%	+0.21%	38
Corient Private Wealth LP	New	14,049	$357,125	0.0%	-4.06%	33
RAYMOND JAMES FINANCIAL INC	New	11,368	$288,975	0.0%	-3.60%	32
FMR LLC	Decreased	11,350(-21.4%)	$288,525	0.0%	-2.74%	0
ROYAL BANK OF CANADA	Increased	11,090(+840.6%)	$282,000	0.0%	-3.50%	26
Cerity Partners LLC	New	10,978	$279,060	0.0%	-4.06%	32

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer