IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schwab MBS ETF (SMBS)

CUSIP: 808524615 | NYSE | 148 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Schwallier Wealth Management LLC213,175
3.3% of portfolio›$5.1M
Cliftonlarsonallen Wealth Advisors, LLC53,009
0.0% of portfolio›$1.3M
One Way Holdings LLC50,593
0.1% of portfolio›$1.2M
Creative Planning43,401
0.0% of portfolio›$1.0M
Aspetuck Financial Management LLC40,950
0.6% of portfolio›$982.8K
LPL Financial LLC37,823
0.0% of portfolio›$907.8K
Chapman Financial Group, LLC25,081
0.4% of portfolio›$601.9K
North Berkeley Wealth Management, LLC20,486
0.2% of portfolio›$491.7K
Larson Financial Group LLC18,979
0.0% of portfolio›$455.5K
Avidian Wealth Enterprises, LLC17,345
0.0% of portfolio›$416.3K
Naples Global Advisors, LLC15,825
0.0% of portfolio›$379.8K
CoreCap Advisors, LLC15,137
0.0% of portfolio›$363.3K
Cambridge Investment Research Advisors, Inc.13,766
0.0% of portfolio›$330
Chapin Davis, Inc.12,698
0.1% of portfolio›$304.8K
Farther Finance Advisors, LLC10,903
0.0% of portfolio›$261.7K
CGC Financial Services, LLC7,310
0.0% of portfolio›$175.4K
Piscataqua Savings Bank5,234
0.1% of portfolio›$125.6K
PNC Financial Services Group, Inc.2,999
0.0% of portfolio›$72.0K
PFS Partners, LLC2,688
0.0% of portfolio›$64.5K
Addison Advisors LLC2,217
0.0% of portfolio›$53.2K
Hoey Investments, Inc1,557
0.0% of portfolio›$37.4K
Assetmark, Inc1,313
0.0% of portfolio›$31.5K
Russell Investments Group, Ltd.1,196
0.0% of portfolio›$28.7K
Allworth Financial LP1,187
0.0% of portfolio›$30.2K
Root Financial Partners, LLC965
0.0% of portfolio›$23.2K
Mosley Wealth Management964
0.0% of portfolio›$23.4K
Blue Trust, Inc.923
0.0% of portfolio›$22.2K
Burk Holdings LLC729
0.0% of portfolio›$17.5K
US Bancorp \de\635
0.0% of portfolio›$15.2K
Cdkv Holdings LLC521
0.0% of portfolio›$12.5K
Creative Capital Management Investments LLC487
0.0% of portfolio›$11.7K
Cassaday & Co Wealth Management LLC239
0.0% of portfolio›$5.7K
Fifth Third Bancorp226
0.0% of portfolio›$5.4K
Creative Financial Designs Inc190
0.0% of portfolio›$4.6K
Financial Management Professionals, Inc.115
0.0% of portfolio›$2.8K
Silver Grove Financial Group, Inc.95
0.0% of portfolio›$2.3K
Owl Creek Wealth Partners LLC65
0.0% of portfolio›$1.6K
Golden State Wealth Management, LLC63
0.0% of portfolio›$1.5K
Parallel Advisors, LLC28
0.0% of portfolio›$672
Signature Resources Capital Management, LLC9
0.0% of portfolio›$216
Mather Group, Llc.3
0.0% of portfolio›$72
StyleTurnoverLocationFiled
Schwallier Wealth Management LLC
213,175$5.1M3.3%ETFHighGrand Rapids, MI2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
53,009$1.3M0.0%ETFLowMinneapolis, MN2026-10-14
One Way Holdings LLC
50,593$1.2M0.1%CoreMediumFlower Mound, TX2026-10-29
Creative Planning
43,401$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Aspetuck Financial Management LLC
40,950$982.8K0.6%GrowthVery LowWestport, CT2026-11-04
LPL Financial LLC
37,823$907.8K0.0%IndexVery LowFort Mill, SC2026-11-06
Chapman Financial Group, LLC
25,081$601.9K0.4%CoreVery LowHonolulu, HI2026-10-26
North Berkeley Wealth Management, LLC
20,486$491.7K0.2%ETFMediumBerkeley, CA2026-11-02
Larson Financial Group LLC
18,979$455.5K0.0%GrowthLowSt Louis, MO2026-11-05
Avidian Wealth Enterprises, LLC
17,345$416.3K0.0%ETFLowHouston, TX2026-10-08
Naples Global Advisors, LLC
15,825$379.8K0.0%CoreVery LowNaples, FL2026-11-05
CoreCap Advisors, LLC
15,137$363.3K0.0%ETFMediumSouthfield, MI2026-10-08
Cambridge Investment Research Advisors, Inc.
13,766$3300.0%ETFLowFairfield, IA2026-11-02
Chapin Davis, Inc.
12,698$304.8K0.1%GrowthHighBaltimore, MD2026-10-09
Farther Finance Advisors, LLC
10,903$261.7K0.0%IndexLowSan Francisco, CA2026-10-08
CGC Financial Services, LLC
7,310$175.4K0.0%ETFLowLake Oswego, OR2026-10-13
Piscataqua Savings Bank
5,234$125.6K0.1%CoreVery LowPortsmouth, NH2026-10-21
PNC Financial Services Group, Inc.
2,999$72.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
PFS Partners, LLC
2,688$64.5K0.0%ETFVery LowMine Hill, NJ2026-10-21
Addison Advisors LLC
2,217$53.2K0.0%ETFLowMiddlebury, VT2026-11-06
Hoey Investments, Inc
1,557$37.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Assetmark, Inc
1,313$31.5K0.0%ETFLowConcord, CA2026-10-21
Russell Investments Group, Ltd.
1,196$28.7K0.0%CoreLowSeattle, WA2026-11-06
Allworth Financial LP
1,187$30.2K0.0%IndexLowFolsom, CA2026-11-06
Root Financial Partners, LLC
965$23.2K0.0%ETFMediumEncinitas, CA2026-10-21
Mosley Wealth Management
964$23.4K0.0%ETFHighAnaheim, CA2026-10-16
Blue Trust, Inc.
923$22.2K0.0%ETFLowBrentwood, TN2026-10-15
Burk Holdings LLC
729$17.5K0.0%ETFVery LowTulsa, OK2026-11-05
US Bancorp \de\
635$15.2K0.0%IndexLowMinneapolis, MN2026-11-05
Cdkv Holdings LLC
521$12.5K0.0%ETFMediumDenver, CO2026-10-28
Creative Capital Management Investments LLC
487$11.7K0.0%ETFLowSan Diego, CA2026-10-28
Cassaday & Co Wealth Management LLC
239$5.7K0.0%ETFVery LowMclean, VA2026-10-27
Fifth Third Bancorp
226$5.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Creative Financial Designs Inc
190$4.6K0.0%ETFMediumKokomo, IN2026-11-04
Financial Management Professionals, Inc.
115$2.8K0.0%ETFMediumAustin, TX2026-10-23
Silver Grove Financial Group, Inc.
95$2.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Owl Creek Wealth Partners LLC
65$1.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Golden State Wealth Management, LLC
63$1.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Parallel Advisors, LLC
28$6720.0%IndexLowSan Francisco, CA2026-11-03
Signature Resources Capital Management, LLC
9$2160.0%ETFLowNewport Beach, CA2026-10-16
Mather Group, Llc.
3$720.0%ETFMediumChicago, IL2026-10-14