SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / MORTGAGE BACKED
Symbol
SMBS
Price per share
$25.84
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
223,985,647
Total reported value
$5,750,831,409
% of total 13F portfolios
0%
Share change
+11,758,822
Value change
+$301,904,560
Number of holders
70
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 70 institutional investors reported holding 223,985,647 shares of SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS).

Institutional Holders of SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 223,985,647 $5,750,831,409 +$301,904,560 $25.68 70
2025 Q3 212,226,788 $5,456,349,614 +$229,792,487 $25.71 53
2025 Q2 203,301,160 $5,178,080,279 +$5,148,690,524 $25.47 42
2025 Q1 1,153,907 $28,353,922 +$19,890,421 $25.45 5
2024 Q4 332,554 $8,288,908 +$8,288,908 $24.92 1