SMBS

Schwab Mbs ETF

+$321.1M

Net Activity

Institutions Holding

77

Popularity Rank

#5046

Avg Weight

0.12%

Total Value

$6.1B

Ownership Trend

77 institutions currently hold SMBS, with 50 net buyers and 34 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

34

Net Buying Institutions

50

Key Holders

View all 77 holding institutions

Quarterly Activity

Recent Activity

+$6.1B

Total Buy Value

$22.3M

Total Sell Value

New buy26
Trim16
Add24
Sold out18

50

Net Buyers

34

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB MBS ETF (SMBS)?
Major stakeholders currently include Charles Schwab Investment Management INC ($6.0B), Jpmorgan Chase & Co ($15.7M), CacheTech Inc. ($9.9M). Based on the latest 13F filings, there are a total of 77 tracked investment funds and institutions maintaining positions in SMBS.
What is the overall institutional sentiment toward SMBS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $321.1M, driven by 50 managers accumulating shares while 34 reduced their exposure.
Which institutions have been selling or reducing their SMBS positions?
In the latest period, 16 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $22.3M.
Are there any notable investors adding SMBS to their portfolios?
Yes, buying activity remains notable. 26 institutions opened new positions in {ticker}, and 24 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.1B.

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