SCHWAB MBS ETF (SMBS) is held by 40 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC as of Q2 2026.

Are institutions buying or selling SMBS?

In Q2 2026, 24 institutions opened or increased positions in SCHWAB MBS ETF while 16 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SMBS?

HoldingsIntel scores SCHWAB MBS ETF across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for SMBS. In Q2 2026, the institutional leg showed net inflows: 24 buying versus 16 selling.

How many hedge funds hold SMBS?

40 institutional investors report holding SCHWAB MBS ETF (SMBS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into SMBS?

As of Q2 2026, tracked institutions in SCHWAB MBS ETF show 24 buyers versus 16 sellers — net inflows.

SCHWAB MBS ETF

SMBS·808524615·US·ETF·Unknown - Unknown

Holders

(9 Elite)

$6.2B

Total Value

60% (40)

Consensus

24 buying - 16 selling

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

Smart Money Verdict

View all

Held by 40 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	244.5M(+4.2%)	$6.2B	0.8%	+3.42%	47
CITADEL ADVISORS LLC	Increased	161,415(+129.9%)	$4.1M	0.0%	+1.22%	43
JPMORGAN CHASE & CO	Decreased	90,825(-85.3%)	$2.3M	0.0%	-0.12%	0
GOLDMAN SACHS GROUP INC	Decreased	84,737(-74.1%)	$2.2M	0.0%	-0.12%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	73,768(-73.1%)	$1.9M	0.0%	+0.19%	0
JANE STREET GROUP, LLC	Decreased	55,592(-17.8%)	$1.4M	0.0%	+1.24%	0
LPL Financial LLC	Decreased	40,892(-13.9%)	$1M	0.0%	+1.68%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	37,752(-43.9%)	$959,656	0.0%	+0.50%	0
BANK OF AMERICA CORP /DE/	Increased	26,243(+1.4%)	$667,097	0.0%	-0.13%	17
Creative Planning	Decreased	25,482(-14.6%)	$647,752	0.0%	+0.01%	0
FWFocus Partners Wealth	Increased	17,855(+99.8%)	$453,882	0.0%	-0.32%	39
Cetera Investment Advisers	Increased	15,463(+13.7%)	$393,063	0.0%	+0.08%	27
Corient Private Wealth LP	New	14,539	$369,581	0.0%	-0.87%	33
Mariner, LLC	New	14,481	$368,112	0.0%	-0.87%	33
Farther Finance Advisors, LLC	Increased	14,162(+356.0%)	$359,998	0.0%	-0.67%	38
RAYMOND JAMES FINANCIAL INC	New	11,368	$288,975	0.0%	-0.87%	32
FMR LLC	Decreased	11,350(-21.4%)	$288,525	0.0%	+0.01%	0
ROYAL BANK OF CANADA	Increased	11,090(+840.6%)	$282,000	0.0%	-0.77%	26
Cerity Partners LLC	New	10,978	$279,060	0.0%	-0.87%	32
MORGAN STANLEY	Increased	9,054(+307.1%)	$230,153	0.0%	-0.29%	25

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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

SCHWAB MBS ETF

Smart Money Verdict

Who's Trading

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